Joseph P. Lucia & Associates’s Wheaton Precious Metals WPM Stock Holding History

Joseph P. Lucia & Associates’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	-65	Closed	-$2K	–	446
2022 Q2	$2K	Hold	65	–	–	﹤0.01%	402
2022 Q1	$3K	Buy	+65	New	+$2.83K	﹤0.01%	398
2021 Q4	–	Sell	-65	Closed	-$2K	–	557
2021 Q3	$2K	Hold	65	–	–	﹤0.01%	531
2021 Q2	$3K	Hold	65	–	–	﹤0.01%	497
2021 Q1	$2K	Hold	65	–	–	﹤0.01%	517
2020 Q4	$3K	Buy	+65	New	+$2.9K	﹤0.01%	431
2020 Q3	–	Sell	-65	Closed	-$3K	–	456
2020 Q2	$3K	Hold	65	–	–	﹤0.01%	421
2020 Q1	$2K	Hold	65	–	–	﹤0.01%	404
2019 Q4	$2K	Hold	65	–	–	﹤0.01%	417
2019 Q3	$2K	Hold	65	–	–	﹤0.01%	420
2019 Q2	$2K	Buy	+65	New	+$1.44K	﹤0.01%	413

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

Joseph P. Lucia & Associates's WPM Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Wheaton Precious Metals (WPM) in Q3 2022, closing a stake of 65 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in WPM in Q2 2019 and held it in 11 quarters. The position peaked at $3K in Q1 2022. 462 funds tracked by Wall St. Rank hold WPM as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Wheaton Precious Metals position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 65 Wheaton Precious Metals shares in Q3 2022, an estimated $2K.
Joseph P. Lucia & Associates first reported a position in Wheaton Precious Metals in Q2 2019 and held it in 11 quarters.
Joseph P. Lucia & Associates's Wheaton Precious Metals position peaked at $3K in Q1 2022.
462 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.