Baystate Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Baystate Wealth Management’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$24.7K	Buy	501 +424	+551%	+$19.2K	﹤0.01%	515
2023 Q3	$3.14K	Hold	77	–	–	﹤0.01%	749
2023 Q2	$3.33K	Buy	77 +1	+1%	+$48	﹤0.01%	772
2023 Q1	$3.69K	Hold	76	–	–	﹤0.01%	733
2022 Q4	$3K	Hold	76	–	–	﹤0.01%	766
2022 Q3	$2K	Hold	76	–	–	﹤0.01%	777
2022 Q2	$3K	Buy	76 +1	+1%	+$43	﹤0.01%	740
2022 Q1	$4K	Hold	75	–	–	﹤0.01%	696
2021 Q4	$3K	Hold	75	–	–	﹤0.01%	734
2021 Q3	$3K	Hold	75	–	–	﹤0.01%	663
2021 Q2	$3K	Buy	+75	New	+$3.34K	﹤0.01%	635

Other funds holding WPM

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First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return