Cetera Advisors’s Wheaton Precious Metals WPM Stock Holding History

Cetera Advisors’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	$400K	Buy	+8,488	New	+$383K	﹤0.01%	1754
2023 Q1	–	Sell	-10,743	Closed	-$420K	–	1733
2022 Q4	$420K	Buy	10,743 +629	+6%	+$22.7K	0.01%	1061
2022 Q3	$327K	Sell	10,114 -480	-5%	-$15.8K	0.01%	938
2022 Q2	$382K	Buy	10,594 +547	+5%	+$23.7K	0.01%	960
2022 Q1	$478K	Sell	10,047 -1,050	-9%	-$45.7K	0.01%	900
2021 Q4	$476K	Buy	+11,097	New	+$457K	0.01%	905
2016 Q4	–	Sell	-13,466	Closed	-$364K	–	815
2016 Q3	$364K	Sell	13,466 -188	-1%	-$5.17K	0.03%	513
2016 Q2	$321K	Buy	13,654 +3,462	+34%	+$66.8K	0.02%	549
2016 Q1	$169K	Buy	+10,192	New	+$148K	0.01%	648
2015 Q3	–	Sell	-16,454	Closed	-$288K	–	752
2015 Q2	$288K	Buy	+16,454	New	+$316K	0.02%	535

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cetera Advisors's WPM Position: Q1 2024 in Review

Cetera Advisors opened a new position in Wheaton Precious Metals (WPM) in Q1 2024: 8,488 shares worth $400K. The stake represents ﹤0.01% of the portfolio and ranks #1754 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in WPM as recently as Q4 2022.

Cetera Advisors first reported a position in WPM in Q2 2015 and has held it in 10 quarters since. The position peaked at $478K in Q1 2022. 519 funds tracked by Wall St. Rank hold WPM as of Q1 2024.

Cetera Advisors held 8,488 shares of Wheaton Precious Metals worth $400K as of Q1 2024.
Wheaton Precious Metals was a new Cetera Advisors position in Q1 2024.
Wheaton Precious Metals made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1754 holding.
Cetera Advisors first reported a position in Wheaton Precious Metals in Q2 2015 and has held it in 10 quarters since.
Cetera Advisors's Wheaton Precious Metals position peaked at $478K in Q1 2022.
519 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2024.

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