NIM
WPM icon

NEOS Investment Management’s Wheaton Precious Metals WPM Stock Holding History

NEOS Investment 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
Q1 		– Sell
-6,363
Closed -$314K – 579
2023
Q4 		$314K Buy
6,363
+303
+5% +$13.7K 0.03% 374
2023
Q3 		$246K Buy
+6,060
New +$261K 0.03% 315

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NEOS Investment Management's WPM Position: Q1 2024 in Review

NEOS Investment Management sold out of Wheaton Precious Metals (WPM) in Q1 2024, closing a stake of 6,363 shares — an estimated $314K sold.

NEOS Investment Management first reported a position in WPM in Q3 2023 and held it in 2 quarters. The position peaked at $314K in Q4 2023. 517 funds tracked by Wall St. Rank hold WPM as of Q1 2024.

  • NEOS Investment Management reported no remaining Wheaton Precious Metals position as of Q1 2024 after selling out during the quarter.
  • NEOS Investment Management sold 6,363 Wheaton Precious Metals shares in Q1 2024, an estimated $314K.
  • NEOS Investment Management first reported a position in Wheaton Precious Metals in Q3 2023 and held it in 2 quarters.
  • NEOS Investment Management's Wheaton Precious Metals position peaked at $314K in Q4 2023.
  • 517 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2024.

Based on NEOS Investment Management's 13F filing for Q1 2024, filed 13 May 2024.