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Benjamin F. Edwards & Company’s Wheaton Precious Metals WPM Stock Holding History

Benjamin F. Edwards & Company’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
2018
Q1 		– Sell
-100
Closed -$2K – 1688
2017
Q4 		$2K Hold
100
– – ﹤0.01% 1500
2017
Q3 		$2K Hold
100
– – ﹤0.01% 1464
2017
Q2 		$2K Hold
100
– – ﹤0.01% 1396
2017
Q1 		$2K Buy
+100
New +$2.08K ﹤0.01% 1291

Other funds holding WPM

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First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Benjamin F. Edwards & Company's WPM Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Wheaton Precious Metals (WPM) position steady in Q2 2024 at 500 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Benjamin F. Edwards & Company first reported a position in WPM in Q2 2013 and has held it in 43 quarters since. The position peaked at $97K in Q4 2019. 552 funds tracked by Wall St. Rank hold WPM as of Q2 2024.

  • Benjamin F. Edwards & Company held 500 shares of Wheaton Precious Metals worth $26K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Wheaton Precious Metals share count unchanged in Q2 2024.
  • Wheaton Precious Metals made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1488 holding.
  • Benjamin F. Edwards & Company first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 43 quarters since.
  • Benjamin F. Edwards & Company's Wheaton Precious Metals position peaked at $97K in Q4 2019.
  • 552 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.