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Cetera Advisor Networks’s Wheaton Precious Metals WPM Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$661K Buy
14,027
+3,040
+28% +$137K ﹤0.01% 1744
2023
Q4 		$542K Sell
10,987
-821
-7% -$37.1K ﹤0.01% 1811
2023
Q3 		$479K Buy
11,808
+98
+0.8% +$4.23K ﹤0.01% 1793
2023
Q2 		$506K Buy
11,710
+340
+3% +$16.2K ﹤0.01% 1704
2023
Q1 		$548K Buy
11,370
+91
+0.8% +$3.98K ﹤0.01% 1635
2022
Q4 		$441K Sell
11,279
-3,060
-21% -$111K ﹤0.01% 1731
2022
Q3 		$464K Buy
14,339
+2,506
+21% +$82.3K 0.01% 1331
2022
Q2 		$426K Sell
11,833
-8,211
-41% -$356K 0.01% 1384
2022
Q1 		$954K Sell
20,044
-1,948
-9% -$84.7K 0.01% 935
2021
Q4 		$944K Sell
21,992
-1,607
-7% -$66.2K 0.01% 929
2021
Q3 		$887K Buy
23,599
+6,949
+42% +$303K 0.01% 902
2021
Q2 		$734K Buy
16,650
+8,574
+106% +$381K 0.01% 969
2021
Q1 		$309K Sell
8,076
-208
-3% -$8.25K 0.01% 1118
2020
Q4 		$346K Buy
8,284
+2,847
+52% +$127K 0.01% 971
2020
Q3 		$266K Buy
5,437
+199
+4% +$10.1K 0.01% 991
2020
Q2 		$230K Buy
+5,238
New +$206K 0.01% 1039

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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

Cetera Advisor Networks's WPM Position: Q1 2024 in Review

Cetera Advisor Networks increased its Wheaton Precious Metals (WPM) stake by 28% in Q1 2024, buying an estimated $137K and bringing the position to 14,027 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Cetera Advisor Networks first reported a position in WPM in Q2 2020 and has held it in 16 quarters since. The position peaked at $954K in Q1 2022. 518 funds tracked by Wall St. Rank hold WPM as of Q1 2024.

  • Cetera Advisor Networks held 14,027 shares of Wheaton Precious Metals worth $661K as of Q1 2024.
  • Cetera Advisor Networks bought 3,040 Wheaton Precious Metals shares in Q1 2024, an estimated $137K.
  • Wheaton Precious Metals made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1744 holding.
  • Cetera Advisor Networks first reported a position in Wheaton Precious Metals in Q2 2020 and has held it in 16 quarters since.
  • Cetera Advisor Networks's Wheaton Precious Metals position peaked at $954K in Q1 2022.
  • 518 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.