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Financial Insights’s Wheaton Precious Metals WPM Stock Holding History

Financial Insights’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
-5,609
Closed -$219K – 176
2022
Q4 		$219K Buy
+5,609
New +$203K 0.1% 138

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VanEck Associates
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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

Financial Insights's WPM Position: Q1 2023 in Review

Financial Insights sold out of Wheaton Precious Metals (WPM) in Q1 2023, closing a stake of 5,609 shares — an estimated $219K sold.

Financial Insights first reported a position in WPM in Q4 2022 and held it in 1 quarter. The position peaked at $219K in Q4 2022. 505 funds tracked by Wall St. Rank hold WPM as of Q1 2023.

  • Financial Insights reported no remaining Wheaton Precious Metals position as of Q1 2023 after selling out during the quarter.
  • Financial Insights sold 5,609 Wheaton Precious Metals shares in Q1 2023, an estimated $219K.
  • Financial Insights first reported a position in Wheaton Precious Metals in Q4 2022 and held it in 1 quarter.
  • Financial Insights's Wheaton Precious Metals position peaked at $219K in Q4 2022.
  • 505 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2023.

Based on Financial Insights's 13F filing for Q1 2023, filed 18 Apr 2023.