Raymond James Financial Services Advisors’s Wheaton Precious Metals WPM Stock Holding History

Raymond James Financial Services 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
2018 Q1	–	Sell	-17,900	Closed	-$94K	–	2751
2017 Q4	$94K	Sell	17,900 -2,600	-13%	-$54.2K	﹤0.01%	2381
2017 Q3	$52K	Sell	20,500 -1,100	-5%	-$21.6K	﹤0.01%	2449
2017 Q2	$81K	Sell	21,600 -1,800	-8%	-$36.8K	﹤0.01%	2366
2017 Q1	$117K	Sell	23,400 -2,800	-11%	-$58.2K	﹤0.01%	2242
2016 Q4	$134K	Hold	26,200	–	–	﹤0.01%	2149
2016 Q3	$354K	Sell	26,200 -2,800	-10%	-$77K	﹤0.01%	1686
2016 Q2	$270K	Hold	29,000	–	–	﹤0.01%	1782
2016 Q1	$116K	Buy	+29,000	New	+$420K	﹤0.01%	1889

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Raymond James Financial Services Advisors's WPM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Wheaton Precious Metals (WPM) stake by 24% in Q3 2024, buying an estimated $889K and bringing the position to 77,051 shares worth $4.71M. The position accounts for 0.01% of the portfolio, ranked #1253.

Raymond James Financial Services Advisors first reported a position in WPM in Q2 2013 and has held it in 38 quarters since. The position peaked at $6.42M in Q1 2022. 604 funds tracked by Wall St. Rank hold WPM as of Q3 2024.

Raymond James Financial Services Advisors held 77,051 shares of Wheaton Precious Metals worth $4.71M as of Q3 2024.
Raymond James Financial Services Advisors bought 14,940 Wheaton Precious Metals shares in Q3 2024, an estimated $889K.
Wheaton Precious Metals made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1253 holding.
Raymond James Financial Services Advisors first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 38 quarters since.
Raymond James Financial Services Advisors's Wheaton Precious Metals position peaked at $6.42M in Q1 2022.
604 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.