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

Foresight 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
2022 Q3	–	Sell	-9,149	Closed	-$330K	–	124
2022 Q2	$330K	Hold	9,149	–	–	0.07%	82
2022 Q1	$435K	Hold	9,149	–	–	0.08%	75
2021 Q4	$393K	Hold	9,149	–	–	0.01%	95
2021 Q3	$344K	Hold	9,149	–	–	0.07%	89
2021 Q2	$403K	Sell	9,149 -125	-1%	-$5.56K	0.09%	83
2021 Q1	$354K	Sell	9,274 -140	-1%	-$5.55K	0.09%	89
2020 Q4	$393K	Buy	9,414 +2,700	+40%	+$121K	0.1%	79
2020 Q3	$329K	Hold	6,714	–	–	0.11%	69
2020 Q2	$296K	Buy	+6,714	New	+$264K	0.13%	74

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

VNIM

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

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

Foresight Wealth Management's WPM Position: Q3 2022 in Review

Foresight Wealth Management sold out of Wheaton Precious Metals (WPM) in Q3 2022, closing a stake of 9,149 shares — an estimated $330K sold.

Foresight Wealth Management first reported a position in WPM in Q2 2020 and held it in 9 quarters. The position peaked at $435K in Q1 2022. 462 funds tracked by Wall St. Rank hold WPM as of Q3 2022.

Foresight Wealth Management reported no remaining Wheaton Precious Metals position as of Q3 2022 after selling out during the quarter.
Foresight Wealth Management sold 9,149 Wheaton Precious Metals shares in Q3 2022, an estimated $330K.
Foresight Wealth Management first reported a position in Wheaton Precious Metals in Q2 2020 and held it in 9 quarters.
Foresight Wealth Management's Wheaton Precious Metals position peaked at $435K in Q1 2022.
462 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2022.

Based on Foresight Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.