Pictet North America Advisors’s Wheaton Precious Metals WPM Stock Holding History

Pictet North America 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
2024 Q1	–	Sell	-55,000	Closed	-$2.73M	–	152
2023 Q4	$2.73M	Buy	55,000 +4,500	+9%	+$204K	0.35%	58
2023 Q3	$2.06M	Hold	50,500	–	–	0.29%	63
2023 Q2	$2.19M	Buy	50,500 +500	+1%	+$23.8K	0.3%	57
2023 Q1	$2.4M	Hold	50,000	–	–	0.39%	50
2022 Q4	$1.95M	Hold	50,000	–	–	0.34%	47
2022 Q3	$1.63M	Hold	50,000	–	–	0.26%	56
2022 Q2	$1.8M	Hold	50,000	–	–	0.24%	60
2022 Q1	$2.38M	Sell	50,000 -50,000	-50%	-$2.17M	0.28%	55
2021 Q4	$4.3M	Hold	100,000	–	–	0.42%	45
2021 Q3	$3.76M	Hold	100,000	–	–	0.37%	46
2021 Q2	$4.41M	Hold	100,000	–	–	0.46%	39
2021 Q1	$3.82M	Hold	100,000	–	–	0.45%	43
2020 Q4	$4.17M	Hold	100,000	–	–	0.53%	34
2020 Q3	$4.89M	Hold	100,000	–	–	0.69%	32
2020 Q2	$4.38M	Hold	100,000	–	–	0.63%	36
2020 Q1	$2.72M	Hold	100,000	–	–	0.47%	40
2019 Q4	$2.98M	Hold	100,000	–	–	0.37%	47
2019 Q3	$2.62M	Hold	100,000	–	–	0.36%	46
2019 Q2	$2.42M	Hold	100,000	–	–	0.35%	50
2019 Q1	$2.38M	Hold	100,000	–	–	0.36%	47
2018 Q4	$1.95M	Buy	100,000 +47,000	+89%	+$801K	0.18%	49
2018 Q3	$927K	Hold	53,000	–	–	0.12%	85
2018 Q2	$1.17M	Hold	53,000	–	–	0.17%	65
2018 Q1	$1.08M	Hold	53,000	–	–	0.16%	71
2017 Q4	$1.18M	Hold	53,000	–	–	0.18%	69
2017 Q3	$1.01M	Buy	+53,000	New	+$1.04M	0.16%	73

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

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

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pictet North America Advisors's WPM Position: Q1 2024 in Review

Pictet North America Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2024, closing a stake of 55,000 shares — an estimated $2.73M sold.

Pictet North America Advisors first reported a position in WPM in Q3 2017 and held it in 26 quarters. The position peaked at $4.89M in Q3 2020. 519 funds tracked by Wall St. Rank hold WPM as of Q1 2024.

Pictet North America Advisors reported no remaining Wheaton Precious Metals position as of Q1 2024 after selling out during the quarter.
Pictet North America Advisors sold 55,000 Wheaton Precious Metals shares in Q1 2024, an estimated $2.73M.
Pictet North America Advisors first reported a position in Wheaton Precious Metals in Q3 2017 and held it in 26 quarters.
Pictet North America Advisors's Wheaton Precious Metals position peaked at $4.89M in Q3 2020.
519 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2024.

Based on Pictet North America Advisors's 13F filing for Q1 2024, filed 3 May 2024.