Optimum Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

Optimum Investment Advisors’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 Q4	–	Sell	-119	Closed	-$4.83K	–	729
2023 Q3	$4.83K	Hold	119	–	–	﹤0.01%	606
2023 Q2	$5.14K	Hold	119	–	–	﹤0.01%	609
2023 Q1	$5.73K	Hold	119	–	–	﹤0.01%	611
2022 Q4	$4.65K	Hold	119	–	–	﹤0.01%	634
2022 Q3	$4K	Hold	119	–	–	﹤0.01%	681
2022 Q2	$4K	Hold	119	–	–	﹤0.01%	717
2022 Q1	$6K	Hold	119	–	–	﹤0.01%	722
2021 Q4	$5K	Hold	119	–	–	﹤0.01%	736
2021 Q3	$4K	Hold	119	–	–	﹤0.01%	767
2021 Q2	$5K	Hold	119	–	–	﹤0.01%	820
2021 Q1	$5K	Sell	119 -150	-56%	-$5.95K	﹤0.01%	826
2020 Q4	$11K	Hold	269	–	–	﹤0.01%	722
2020 Q3	$13K	Hold	269	–	–	﹤0.01%	668
2020 Q2	$12K	Buy	269 +69	+35%	+$2.71K	﹤0.01%	678
2020 Q1	$6K	Hold	200	–	–	﹤0.01%	744
2019 Q4	$6K	Hold	200	–	–	﹤0.01%	836
2019 Q3	$5K	Hold	200	–	–	﹤0.01%	889
2019 Q2	$5K	Hold	200	–	–	﹤0.01%	853
2019 Q1	$5K	Hold	200	–	–	﹤0.01%	902
2018 Q4	$4K	Hold	200	–	–	﹤0.01%	876
2018 Q3	$4K	Hold	200	–	–	﹤0.01%	946
2018 Q2	$4K	Hold	200	–	–	﹤0.01%	960
2018 Q1	$4K	Buy	+200	New	+$4.11K	﹤0.01%	924
2015 Q1	$19K	Hold	1,000	–	–	0.01%	698
2014 Q4	$20K	Hold	1,000	–	–	0.01%	719
2014 Q3	$19K	Hold	1,000	–	–	0.01%	657
2014 Q2	$26K	Buy	+1,000	New	+$22.4K	0.01%	617

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Optimum Investment Advisors's WPM Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Wheaton Precious Metals (WPM) in Q4 2023, closing a stake of 119 shares — an estimated $4.83K sold.

Optimum Investment Advisors first reported a position in WPM in Q2 2014 and held it in 27 quarters. The position peaked at $26K in Q2 2014. 538 funds tracked by Wall St. Rank hold WPM as of Q4 2023.

Optimum Investment Advisors reported no remaining Wheaton Precious Metals position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 119 Wheaton Precious Metals shares in Q4 2023, an estimated $4.83K.
Optimum Investment Advisors first reported a position in Wheaton Precious Metals in Q2 2014 and held it in 27 quarters.
Optimum Investment Advisors's Wheaton Precious Metals position peaked at $26K in Q2 2014.
538 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.