Guardian Wealth Advisors (North Carolina)’s Wheaton Precious Metals WPM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q4	–	Sell	-10,160	Closed	-$433K	–	463
2023 Q3	$433K	Buy	10,160 +190	+2%	+$8.19K	0.07%	135
2023 Q2	$432K	Buy	+9,970	New	+$474K	0.07%	140

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s WPM Position: Q4 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Wheaton Precious Metals (WPM) in Q4 2023, closing a stake of 10,160 shares — an estimated $433K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in WPM in Q2 2023 and held it in 2 quarters. The position peaked at $433K in Q3 2023. 537 funds tracked by Wall St. Rank hold WPM as of Q4 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining Wheaton Precious Metals position as of Q4 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 10,160 Wheaton Precious Metals shares in Q4 2023, an estimated $433K.
Guardian Wealth Advisors (North Carolina) first reported a position in Wheaton Precious Metals in Q2 2023 and held it in 2 quarters.
Guardian Wealth Advisors (North Carolina)'s Wheaton Precious Metals position peaked at $433K in Q3 2023.
537 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 14 Feb 2024.