RJA
WPM icon

Raymond James & Associates’s Wheaton Precious Metals WPM Stock Holding History

Raymond James & Associates’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
2020
Q2 		– Sell
-11,500
Closed -$12K – 3675
2020
Q1 		$12K Buy
+11,500
New +$332K ﹤0.01% 3428

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Raymond James & Associates's WPM Position: Q3 2024 in Review

Raymond James & Associates reduced its Wheaton Precious Metals (WPM) stake by 0.76% in Q3 2024, selling an estimated $249K and leaving 545,460 shares worth $33.3M. The position accounts for 0.02% of the portfolio, ranked #586.

Raymond James & Associates first reported a position in WPM in Q2 2013 and has held it in 46 quarters since. 604 funds tracked by Wall St. Rank hold WPM as of Q3 2024.

  • Raymond James & Associates held 545,460 shares of Wheaton Precious Metals worth $33.3M as of Q3 2024.
  • Raymond James & Associates sold 4,194 Wheaton Precious Metals shares in Q3 2024, an estimated $249K.
  • Wheaton Precious Metals made up 0.02% of Raymond James & Associates's portfolio in Q3 2024, its #586 holding.
  • Raymond James & Associates first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 46 quarters since.
  • 604 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.