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

Selective 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 Q4	–	Sell	-1,100	Closed	-$36K	–	735
2022 Q3	$36K	Buy	1,100 +200	+22%	+$6.57K	0.02%	341
2022 Q2	$32K	Buy	900 +200	+29%	+$8.68K	0.01%	397
2022 Q1	$33K	Buy	+700	New	+$30.4K	0.01%	379
2020 Q3	–	Sell	-198	Closed	-$9K	–	421
2020 Q2	$9K	Sell	198 -300	-60%	-$11.8K	0.01%	250
2020 Q1	$14K	Sell	498 -410	-45%	-$11.8K	0.02%	133
2019 Q4	$27K	Hold	908	–	–	0.03%	101
2019 Q3	$24K	Buy	+908	New	+$24.4K	0.03%	112
2018 Q3	$11K	Buy	+653	New	+$12.5K	0.13%	85

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

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

Norges Bank Oslo, Norway $1T AUM

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

Selective Wealth Management's WPM Position: Q4 2022 in Review

Selective Wealth Management sold out of Wheaton Precious Metals (WPM) in Q4 2022, closing a stake of 1,100 shares — an estimated $36K sold.

Selective Wealth Management first reported a position in WPM in Q3 2018 and held it in 8 quarters. The position peaked at $36K in Q3 2022. 513 funds tracked by Wall St. Rank hold WPM as of Q4 2022.

Selective Wealth Management reported no remaining Wheaton Precious Metals position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,100 Wheaton Precious Metals shares in Q4 2022, an estimated $36K.
Selective Wealth Management first reported a position in Wheaton Precious Metals in Q3 2018 and held it in 8 quarters.
Selective Wealth Management's Wheaton Precious Metals position peaked at $36K in Q3 2022.
513 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.