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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Baystate Wealth Management's WPM Position: Q4 2023 in Review

Baystate Wealth Management increased its Wheaton Precious Metals (WPM) stake by 551% in Q4 2023, buying an estimated $19.2K and bringing the position to 501 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Baystate Wealth Management first reported a position in WPM in Q2 2021 and has held it in 11 quarters since. 538 funds tracked by Wall St. Rank hold WPM as of Q4 2023.

Baystate Wealth Management held 501 shares of Wheaton Precious Metals worth $24.7K as of Q4 2023.
Baystate Wealth Management bought 424 Wheaton Precious Metals shares in Q4 2023, an estimated $19.2K.
Wheaton Precious Metals made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #515 holding.
Baystate Wealth Management first reported a position in Wheaton Precious Metals in Q2 2021 and has held it in 11 quarters since.
538 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.