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

Kingsview 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
2023 Q2	–	Sell	-9,673	Closed	-$466K	–	982
2023 Q1	$466K	Sell	9,673 -75	-0.8%	-$3.28K	0.02%	596
2022 Q4	$381K	Sell	9,748 -909	-9%	-$32.9K	0.02%	591
2022 Q3	$345K	Sell	10,657 -6,085	-36%	-$200K	0.02%	600
2022 Q2	$603K	Buy	16,742 +480	+3%	+$20.8K	0.03%	495
2022 Q1	$774K	Buy	16,262 +5,614	+53%	+$244K	0.03%	469
2021 Q4	$457K	Buy	10,648 +2	+0%	+$82	0.02%	602
2021 Q3	$400K	Buy	10,646 +14	+0.1%	+$611	0.02%	610
2021 Q2	$468K	Sell	10,632 -34	-0.3%	-$1.51K	0.02%	574
2021 Q1	$426K	Buy	10,666 +110	+1%	+$4.37K	0.02%	543
2020 Q4	$441K	Sell	10,556 -118	-1%	-$5.27K	0.03%	474
2020 Q3	$524K	Buy	10,674 +9	+0.1%	+$459	0.05%	353
2020 Q2	$470K	Buy	+10,665	New	+$420K	0.05%	337

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

VNIM

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

Kingsview Wealth Management's WPM Position: Q2 2023 in Review

Kingsview Wealth Management sold out of Wheaton Precious Metals (WPM) in Q2 2023, closing a stake of 9,673 shares — an estimated $466K sold.

Kingsview Wealth Management first reported a position in WPM in Q2 2020 and held it in 12 quarters. The position peaked at $774K in Q1 2022. 509 funds tracked by Wall St. Rank hold WPM as of Q2 2023.

Kingsview Wealth Management reported no remaining Wheaton Precious Metals position as of Q2 2023 after selling out during the quarter.
Kingsview Wealth Management sold 9,673 Wheaton Precious Metals shares in Q2 2023, an estimated $466K.
Kingsview Wealth Management first reported a position in Wheaton Precious Metals in Q2 2020 and held it in 12 quarters.
Kingsview Wealth Management's Wheaton Precious Metals position peaked at $774K in Q1 2022.
509 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.