Heritage Wealth Management (Arizona)’s Wheaton Precious Metals WPM Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	–	Sell	-72	Closed	-$2K	–	1106
2022 Q3	$2K	Hold	72	–	–	﹤0.01%	908
2022 Q2	$2.59K	Buy	+72	New	+$3.13K	﹤0.01%	854

Other funds holding WPM

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 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

Norges Bank Oslo, Norway $1T AUM

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

Heritage Wealth Management (Arizona)'s WPM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of Wheaton Precious Metals (WPM) in Q4 2022, closing a stake of 72 shares — an estimated $2K sold.

Heritage Wealth Management (Arizona) first reported a position in WPM in Q2 2022 and held it in 2 quarters. The position peaked at $2.59K in Q2 2022. 513 funds tracked by Wall St. Rank hold WPM as of Q4 2022.

Heritage Wealth Management (Arizona) reported no remaining Wheaton Precious Metals position as of Q4 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 72 Wheaton Precious Metals shares in Q4 2022, an estimated $2K.
Heritage Wealth Management (Arizona) first reported a position in Wheaton Precious Metals in Q2 2022 and held it in 2 quarters.
Heritage Wealth Management (Arizona)'s Wheaton Precious Metals position peaked at $2.59K in Q2 2022.
513 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.