Stratos Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Stratos Wealth 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
2023 Q1	–	Sell	-6,735	Closed	-$263K	–	642
2022 Q4	$263K	Buy	+6,735	New	+$243K	0.02%	494
2021 Q3	–	Sell	-7,236	Closed	-$319K	–	579
2021 Q2	$319K	Buy	+7,236	New	+$322K	0.03%	430

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Norges Bank Oslo, Norway $1T AUM

VNIM

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

Stratos Wealth Advisors's WPM Position: Q1 2023 in Review

Stratos Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2023, closing a stake of 6,735 shares — an estimated $263K sold.

Stratos Wealth Advisors first reported a position in WPM in Q2 2021 and held it in 2 quarters. The position peaked at $319K in Q2 2021. 505 funds tracked by Wall St. Rank hold WPM as of Q1 2023.

Stratos Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q1 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 6,735 Wheaton Precious Metals shares in Q1 2023, an estimated $263K.
Stratos Wealth Advisors first reported a position in Wheaton Precious Metals in Q2 2021 and held it in 2 quarters.
Stratos Wealth Advisors's Wheaton Precious Metals position peaked at $319K in Q2 2021.
505 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2023.

Based on Stratos Wealth Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.