Kistler-Tiffany Companies’s Wheaton Precious Metals WPM Stock Holding History

Kistler-Tiffany Companies’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	$28.6K	Buy	663 +5	+0.8%	+$238	﹤0.01%	569
2023 Q1	$31.7K	Hold	658	–	–	0.01%	485
2022 Q4	$25.7K	Buy	658 +2	+0.3%	+$72	0.01%	498
2022 Q3	$21K	Buy	656 +3	+0.5%	+$99	﹤0.01%	499
2022 Q2	$24K	Buy	653 +5	+0.8%	+$217	0.01%	479
2022 Q1	$31K	Hold	648	–	–	0.01%	451
2021 Q4	$28K	Buy	648 +2	+0.3%	+$82	0.01%	450
2021 Q3	$24K	Buy	646 +2	+0.3%	+$87	0.01%	472
2021 Q2	$28K	Buy	644 +4	+0.6%	+$178	0.01%	442
2021 Q1	$24K	Hold	640	–	–	0.01%	431
2020 Q4	$27K	Buy	640 +2	+0.3%	+$89	0.01%	383
2020 Q3	$31K	Buy	638 +1	+0.2%	+$51	0.01%	337
2020 Q2	$28K	Buy	637 +4	+0.6%	+$157	0.01%	323
2020 Q1	$19K	Hold	633	–	–	0.01%	368
2019 Q4	$19K	Buy	633 +2	+0.3%	+$55	0.01%	375
2019 Q3	$17K	Buy	631 +2	+0.3%	+$54	0.01%	392
2019 Q2	$15K	Buy	629 +5	+0.8%	+$111	0.01%	401
2019 Q1	$15K	Hold	624	–	–	0.01%	385
2018 Q4	$12K	Buy	624 +3	+0.5%	+$51	0.01%	386
2018 Q3	$11K	Buy	621 +4	+0.6%	+$77	﹤0.01%	418
2018 Q2	$14K	Buy	617 +5	+0.8%	+$108	0.01%	385
2018 Q1	$12K	Sell	612 -550	-47%	-$11.3K	﹤0.01%	420
2017 Q4	$26K	Buy	1,162 +2	+0.2%	+$42	0.01%	348
2017 Q3	$22K	Buy	1,160 +3	+0.3%	+$59	0.01%	356
2017 Q2	$23K	Buy	1,157 +4	+0.3%	+$82	0.01%	340
2017 Q1	$24K	Sell	1,153 -28	-2%	-$582	0.01%	325
2016 Q4	$23K	Buy	1,181 +2	+0.2%	+$42	0.01%	339
2016 Q3	$32K	Sell	1,179 -300	-20%	-$8.25K	0.02%	314
2016 Q2	$35K	Buy	1,479 +4	+0.3%	+$77	0.02%	295
2016 Q1	$24K	Sell	1,475 -888	-38%	-$12.9K	0.01%	337
2015 Q4	$29K	Buy	2,363 +4	+0.2%	+$53	0.02%	328
2015 Q3	$28K	Buy	2,359 +776	+49%	+$10.1K	0.02%	319
2015 Q2	$27K	Buy	1,583 +2	+0.1%	+$38	0.02%	342
2015 Q1	$30K	Hold	1,581	–	–	0.02%	308
2014 Q4	$32K	Hold	1,581	–	–	0.02%	295
2014 Q3	$32K	Buy	1,581 +1	+0.1%	+$25	0.02%	302
2014 Q2	$42K	Buy	1,580 +1	+0.1%	+$22	0.03%	259
2014 Q1	$36K	Hold	1,579	–	–	0.03%	265
2013 Q4	$32K	Hold	1,579	–	–	0.02%	287
2013 Q3	$39K	Buy	1,579 +296	+23%	+$7.04K	0.03%	257
2013 Q2	$25K	Buy	+1,283	New	+$30.6K	0.02%	315

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Norges Bank Oslo, Norway $935B AUM

VNIM

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

Kistler-Tiffany Companies's WPM Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Wheaton Precious Metals (WPM) stake by 0.76% in Q2 2023, buying an estimated $238 and bringing the position to 663 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Kistler-Tiffany Companies first reported a position in WPM in Q2 2013 and has held it in 41 quarters since. The position peaked at $42K in Q2 2014. 509 funds tracked by Wall St. Rank hold WPM as of Q2 2023.

Kistler-Tiffany Companies held 663 shares of Wheaton Precious Metals worth $28.6K as of Q2 2023.
Kistler-Tiffany Companies bought 5 Wheaton Precious Metals shares in Q2 2023, an estimated $238.
Wheaton Precious Metals made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #569 holding.
Kistler-Tiffany Companies first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 41 quarters since.
Kistler-Tiffany Companies's Wheaton Precious Metals position peaked at $42K in Q2 2014.
509 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.