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	–	979
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 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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Focused Wealth Management's WPM Position: Q1 2024 in Review

Focused Wealth Management sold out of Wheaton Precious Metals (WPM) in Q1 2024, closing a stake of 17 shares — an estimated $859 sold.

Focused Wealth Management first reported a position in WPM in Q3 2021 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 519 funds tracked by Wall St. Rank hold WPM as of Q1 2024.

Focused Wealth Management reported no remaining Wheaton Precious Metals position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 17 Wheaton Precious Metals shares in Q1 2024, an estimated $859.
Focused Wealth Management first reported a position in Wheaton Precious Metals in Q3 2021 and held it in 10 quarters.
Focused Wealth Management's Wheaton Precious Metals position peaked at $1K in Q3 2022.
519 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.