Richard Bernstein Advisors’s Wheaton Precious Metals WPM Stock Holding History

Richard Bernstein 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 Q4	–	Sell	-30,644	Closed	-$1.87M	–	237
2024 Q3	$1.87M	Buy	+30,644	New	+$1.82M	0.04%	203

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 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

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

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

Richard Bernstein Advisors's WPM Position: Q4 2024 in Review

Richard Bernstein Advisors sold out of Wheaton Precious Metals (WPM) in Q4 2024, closing a stake of 30,644 shares — an estimated $1.87M sold.

Richard Bernstein Advisors first reported a position in WPM in Q3 2024 and held it in 1 quarter. The position peaked at $1.87M in Q3 2024. 627 funds tracked by Wall St. Rank hold WPM as of Q4 2024.

Richard Bernstein Advisors reported no remaining Wheaton Precious Metals position as of Q4 2024 after selling out during the quarter.
Richard Bernstein Advisors sold 30,644 Wheaton Precious Metals shares in Q4 2024, an estimated $1.87M.
Richard Bernstein Advisors first reported a position in Wheaton Precious Metals in Q3 2024 and held it in 1 quarter.
Richard Bernstein Advisors's Wheaton Precious Metals position peaked at $1.87M in Q3 2024.
627 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2024.

Based on Richard Bernstein Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.