Prestige Wealth Management Group’s Wheaton Precious Metals WPM Stock Holding History

Prestige Wealth Management Group’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 Q3	–	Sell	-110	Closed	-$4.75K	–	1092
2023 Q2	$4.75K	Hold	110	–	–	﹤0.01%	605
2023 Q1	$5.32K	Hold	110	–	–	﹤0.01%	560
2022 Q4	$4.3K	Hold	110	–	–	﹤0.01%	653
2022 Q3	$4K	Hold	110	–	–	﹤0.01%	630
2022 Q2	$4K	Hold	110	–	–	﹤0.01%	660
2022 Q1	$5K	Hold	110	–	–	﹤0.01%	642
2021 Q4	$5K	Hold	110	–	–	﹤0.01%	665
2021 Q3	$4K	Buy	+110	New	+$4.8K	﹤0.01%	705
2021 Q2	–	Sell	-110	Closed	-$4K	–	1046
2021 Q1	$4K	Hold	110	–	–	﹤0.01%	696
2020 Q4	$5K	Hold	110	–	–	﹤0.01%	601
2020 Q3	$5K	Hold	110	–	–	﹤0.01%	551
2020 Q2	$5K	Hold	110	–	–	﹤0.01%	537
2020 Q1	$3K	Buy	110 +98	+817%	+$2.83K	﹤0.01%	601
2019 Q4	$0	Hold	12	–	–	﹤0.01%	683
2019 Q3	$0	Buy	+12	New	+$323	﹤0.01%	647
2019 Q1	–	Sell	-81	Closed	-$2K	–	1147
2018 Q4	$2K	Buy	+81	New	+$1.38K	﹤0.01%	892

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

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

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

Prestige Wealth Management Group's WPM Position: Q3 2023 in Review

Prestige Wealth Management Group sold out of Wheaton Precious Metals (WPM) in Q3 2023, closing a stake of 110 shares — an estimated $4.75K sold.

Prestige Wealth Management Group first reported a position in WPM in Q4 2018 and held it in 16 quarters. The position peaked at $5.32K in Q1 2023. 488 funds tracked by Wall St. Rank hold WPM as of Q3 2023.

Prestige Wealth Management Group reported no remaining Wheaton Precious Metals position as of Q3 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 110 Wheaton Precious Metals shares in Q3 2023, an estimated $4.75K.
Prestige Wealth Management Group first reported a position in Wheaton Precious Metals in Q4 2018 and held it in 16 quarters.
Prestige Wealth Management Group's Wheaton Precious Metals position peaked at $5.32K in Q1 2023.
488 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2023.

Based on Prestige Wealth Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.