JWM
WPM icon

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

Janiczek 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
Q2 		$98.7K Buy
1,883
+970
+106% +$51.9K 0.02% 278
2024
Q1 		$43K Sell
913
-403
-31% -$18.2K 0.01% 432
2023
Q4 		$64.9K Buy
1,316
+680
+107% +$30.8K 0.02% 351
2023
Q3 		$25.8K Buy
636
+11
+2% +$474 0.01% 485
2023
Q2 		$27K Buy
625
+110
+21% +$5.23K 0.01% 412
2023
Q1 		$26.2K Buy
515
+27
+6% +$1.18K 0.01% 408
2022
Q4 		$21.5K Sell
488
-21
-4% -$759 0.01% 447
2022
Q3 		$16K Sell
509
-286
-36% -$9.39K 0.01% 486
2022
Q2 		$27K Buy
795
+739
+1,320% +$32.1K 0.01% 425
2022
Q1 		$3K Hold
56
– – ﹤0.01% 748
2021
Q4 		$2K Sell
56
-32
-36% -$1.32K ﹤0.01% 860
2021
Q3 		$3K Buy
88
+3
+4% +$131 ﹤0.01% 781
2021
Q2 		$4K Buy
85
+14
+20% +$623 ﹤0.01% 708
2021
Q1 		$3K Buy
71
+13
+22% +$516 ﹤0.01% 717
2020
Q4 		$2K Sell
58
-12
-17% -$536 ﹤0.01% 696
2020
Q3 		$3K Buy
+70
New +$3.57K ﹤0.01% 483
2018
Q4 		– Sell
-34
Closed -$1K – 179
2018
Q3 		$1K Buy
+34
New +$652 ﹤0.01% 145

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Janiczek Wealth Management's WPM Position: Q2 2024 in Review

Janiczek Wealth Management increased its Wheaton Precious Metals (WPM) stake by 106% in Q2 2024, buying an estimated $51.9K and bringing the position to 1,883 shares worth $98.7K. The position accounts for 0.02% of the portfolio, ranked #278.

Janiczek Wealth Management first reported a position in WPM in Q3 2018 and has held it in 17 quarters since. 552 funds tracked by Wall St. Rank hold WPM as of Q2 2024.

  • Janiczek Wealth Management held 1,883 shares of Wheaton Precious Metals worth $98.7K as of Q2 2024.
  • Janiczek Wealth Management bought 970 Wheaton Precious Metals shares in Q2 2024, an estimated $51.9K.
  • Wheaton Precious Metals made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #278 holding.
  • Janiczek Wealth Management first reported a position in Wheaton Precious Metals in Q3 2018 and has held it in 17 quarters since.
  • 552 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.