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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Royal Bank of Canada

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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