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Romano Brothers & Co’s Wheaton Precious Metals WPM Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-230
Closed -$8.99K – 988
2022
Q4 		$8.99K Buy
+230
New +$8.31K ﹤0.01% 740

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Romano Brothers & Co's WPM Position: Q1 2023 in Review

Romano Brothers & Co sold out of Wheaton Precious Metals (WPM) in Q1 2023, closing a stake of 230 shares — an estimated $8.99K sold.

Romano Brothers & Co first reported a position in WPM in Q4 2022 and held it in 1 quarter. The position peaked at $8.99K in Q4 2022. 505 funds tracked by Wall St. Rank hold WPM as of Q1 2023.

  • Romano Brothers & Co reported no remaining Wheaton Precious Metals position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 230 Wheaton Precious Metals shares in Q1 2023, an estimated $8.99K.
  • Romano Brothers & Co first reported a position in Wheaton Precious Metals in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Wheaton Precious Metals position peaked at $8.99K in Q4 2022.
  • 505 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.