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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
2016
Q4 		– Sell
-1,000
Closed -$7K – 814
2016
Q3 		$7K Hold
1,000
– – ﹤0.01% 764
2016
Q2 		$5K Buy
+1,000
New +$19.3K ﹤0.01% 771

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
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 $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Norges Bank
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

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. 517 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.
  • 517 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.