DWM
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Drive Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Drive Wealth Management’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
2023
Q1 		– Sell
-10,000
Closed -$391K – 320
2022
Q4 		$391K Buy
+10,000
New +$362K 0.2% 122

Other funds holding WPM

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Drive Wealth Management's WPM Position: Q1 2023 in Review

Drive Wealth Management sold out of Wheaton Precious Metals (WPM) in Q1 2023, closing a stake of 10,000 shares — an estimated $391K sold.

Drive Wealth Management first reported a position in WPM in Q4 2022 and held it in 1 quarter. The position peaked at $391K in Q4 2022. 505 funds tracked by Wall St. Rank hold WPM as of Q1 2023.

  • Drive Wealth Management reported no remaining Wheaton Precious Metals position as of Q1 2023 after selling out during the quarter.
  • Drive Wealth Management sold 10,000 Wheaton Precious Metals shares in Q1 2023, an estimated $391K.
  • Drive Wealth Management first reported a position in Wheaton Precious Metals in Q4 2022 and held it in 1 quarter.
  • Drive Wealth Management's Wheaton Precious Metals position peaked at $391K in Q4 2022.
  • 505 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2023.

Based on Drive Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.