Focused Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Focused 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
2024 Q1	–	Sell	-17	Closed	-$859	–	985
2023 Q4	$859	Hold	17	–	–	﹤0.01%	866
2023 Q3	$706	Hold	17	–	–	﹤0.01%	883
2023 Q2	$753	Hold	17	–	–	﹤0.01%	917
2023 Q1	$834	Hold	17	–	–	﹤0.01%	890
2022 Q4	$677	Hold	17	–	–	﹤0.01%	915
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	915
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	890
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	951
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	943
2021 Q3	$1K	Buy	+17	New	+$741	﹤0.01%	956

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 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 $528B AUM 27.57% 1-Year Est. Return

Fidelity International

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

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