SeaCrest Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-727	Closed	-$26K	–	1536
2022 Q2	$26K	Buy	+727	New	+$31.6K	﹤0.01%	1398
2019 Q2	–	Sell	-3,007	Closed	-$72K	–	1847
2019 Q1	$72K	Sell	3,007 -200	-6%	-$4.25K	0.01%	817
2018 Q4	$63K	Hold	3,207	–	–	0.01%	825
2018 Q3	$56K	Sell	3,207 -407	-11%	-$7.8K	0.01%	952
2018 Q2	$80K	Sell	3,614 -700	-16%	-$15.1K	0.01%	810
2018 Q1	$88K	Hold	4,314	–	–	0.02%	747
2017 Q4	$95K	Buy	+4,314	New	+$89.9K	0.02%	731

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

SeaCrest Wealth Management's WPM Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Wheaton Precious Metals (WPM) in Q3 2022, closing a stake of 727 shares — an estimated $26K sold.

SeaCrest Wealth Management first reported a position in WPM in Q4 2017 and held it in 7 quarters. The position peaked at $95K in Q4 2017. 462 funds tracked by Wall St. Rank hold WPM as of Q3 2022.

SeaCrest Wealth Management reported no remaining Wheaton Precious Metals position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 727 Wheaton Precious Metals shares in Q3 2022, an estimated $26K.
SeaCrest Wealth Management first reported a position in Wheaton Precious Metals in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Wheaton Precious Metals position peaked at $95K in Q4 2017.
462 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.