Evelyn V. Moreno’s Wheaton Precious Metals WPM Stock Holding History

Evelyn V. Moreno’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 Q4	$357K	Hold	7,243	–	–	0.17%	91
2023 Q3	$294K	Hold	7,243	–	–	0.06%	107
2023 Q2	$313K	Hold	7,243	–	–	0.07%	89
2023 Q1	$349K	Hold	7,243	–	–	0.08%	84
2022 Q4	$283K	Buy	+7,243	New	+$262K	0.07%	136

Other funds holding WPM

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evelyn V. Moreno's WPM Position: Q4 2023 in Review

Evelyn V. Moreno held its Wheaton Precious Metals (WPM) position steady in Q4 2023 at 7,243 shares worth $357K. The position accounts for 0.17% of the portfolio, ranked #91.

Evelyn V. Moreno first reported a position in WPM in Q4 2022 and has held it in 5 quarters since. 537 funds tracked by Wall St. Rank hold WPM as of Q4 2023.

Evelyn V. Moreno held 7,243 shares of Wheaton Precious Metals worth $357K as of Q4 2023.
Evelyn V. Moreno left its Wheaton Precious Metals share count unchanged in Q4 2023.
Wheaton Precious Metals made up 0.17% of Evelyn V. Moreno's portfolio in Q4 2023, its #91 holding.
Evelyn V. Moreno first reported a position in Wheaton Precious Metals in Q4 2022 and has held it in 5 quarters since.
537 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.