FineMark National Bank & Trust’s Wheaton Precious Metals WPM Stock Holding History

FineMark National Bank & Trust’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	-8,474	Closed	-$331K	–	438
2022 Q4	$331K	Sell	8,474 -195	-2%	-$7.05K	0.01%	309
2022 Q3	$281K	Sell	8,669 -600	-6%	-$19.7K	0.01%	319
2022 Q2	$334K	Hold	9,269	–	–	0.01%	322
2022 Q1	$441K	Hold	9,269	–	–	0.02%	309
2021 Q4	$398K	Hold	9,269	–	–	0.02%	333
2021 Q3	$348K	Sell	9,269 -120	-1%	-$5.23K	0.01%	337
2021 Q2	$414K	Sell	9,389 -80	-0.8%	-$3.56K	0.02%	316
2021 Q1	$362K	Hold	9,469	–	–	0.02%	322
2020 Q4	$395K	Buy	9,469 +200	+2%	+$8.93K	0.02%	295
2020 Q3	$455K	Sell	9,269 -141	-1%	-$7.19K	0.02%	252
2020 Q2	$415K	Sell	9,410 -432	-4%	-$17K	0.02%	253
2020 Q1	$271K	Buy	9,842 +60	+0.6%	+$1.73K	0.02%	285
2019 Q4	$291K	Buy	9,782 +2,000	+26%	+$54.7K	0.01%	310
2019 Q3	$204K	Buy	+7,782	New	+$209K	0.01%	358
2017 Q1	–	Sell	-159	Closed	-$3K	–	1003
2016 Q4	$3K	Hold	159	–	–	﹤0.01%	1133
2016 Q3	$4K	Hold	159	–	–	﹤0.01%	1100
2016 Q2	$4K	Buy	+159	New	+$3.07K	﹤0.01%	1122
2014 Q2	–	Sell	-200	Closed	-$5K	–	1454
2014 Q1	$5K	Hold	200	–	–	﹤0.01%	1176
2013 Q4	$4K	Buy	+200	New	+$4.34K	﹤0.01%	1212

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

FineMark National Bank & Trust's WPM Position: Q1 2023 in Review

FineMark National Bank & Trust sold out of Wheaton Precious Metals (WPM) in Q1 2023, closing a stake of 8,474 shares — an estimated $331K sold.

FineMark National Bank & Trust first reported a position in WPM in Q4 2013 and held it in 19 quarters. The position peaked at $455K in Q3 2020. 505 funds tracked by Wall St. Rank hold WPM as of Q1 2023.

FineMark National Bank & Trust reported no remaining Wheaton Precious Metals position as of Q1 2023 after selling out during the quarter.
FineMark National Bank & Trust sold 8,474 Wheaton Precious Metals shares in Q1 2023, an estimated $331K.
FineMark National Bank & Trust first reported a position in Wheaton Precious Metals in Q4 2013 and held it in 19 quarters.
FineMark National Bank & Trust's Wheaton Precious Metals position peaked at $455K in Q3 2020.
505 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2023.

Based on FineMark National Bank & Trust's 13F filing for Q1 2023, filed 8 May 2023.