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SVB Wealth’s Wheaton Precious Metals WPM Stock Holding History

SVB Wealth’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
Q1 		– Sell
-5,312
Closed -$262K – 920
2023
Q4 		$262K Sell
5,312
-7,746
-59% -$350K 0.01% 678
2023
Q3 		$530K Buy
13,058
+35
+0.3% +$1.51K 0.01% 437
2023
Q2 		$563K Sell
13,023
-18
-0.1% -$855 0.01% 457
2023
Q1 		$628K Sell
13,041
-938
-7% -$41K 0.01% 484
2022
Q4 		$546K Sell
13,979
-358
-2% -$12.9K 0.01% 540
2022
Q3 		$463K Buy
14,337
+1,493
+12% +$49K 0.01% 554
2022
Q2 		$462K Buy
12,844
+246
+2% +$10.7K 0.01% 462
2022
Q1 		$599K Sell
12,598
-991
-7% -$43.1K 0.01% 416
2021
Q4 		$583K Sell
13,589
-72,501
-84% -$2.99M 0.01% 411
2021
Q3 		$3.23M Buy
86,090
+449
+0.5% +$19.6K 0.04% 200
2021
Q2 		$3.77M Buy
85,641
+733
+0.9% +$32.6K 0.05% 188
2021
Q1 		$3.25M Buy
84,908
+123
+0.1% +$4.88K 0.05% 193
2020
Q4 		$3.54M Buy
84,785
+11,718
+16% +$523K 0.05% 185
2020
Q3 		$3.59M Buy
73,067
+38,599
+112% +$1.97M 0.06% 173
2020
Q2 		$1.52M Buy
34,468
+20,459
+146% +$805K 0.03% 225
2020
Q1 		$386K Buy
14,009
+9
+0.1% +$260 0.01% 351
2019
Q4 		$417K Buy
+14,000
New +$383K 0.01% 447

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SVB Wealth's WPM Position: Q1 2024 in Review

SVB Wealth sold out of Wheaton Precious Metals (WPM) in Q1 2024, closing a stake of 5,312 shares — an estimated $262K sold.

SVB Wealth first reported a position in WPM in Q4 2019 and held it in 17 quarters. The position peaked at $3.77M in Q2 2021. 519 funds tracked by Wall St. Rank hold WPM as of Q1 2024.

  • SVB Wealth reported no remaining Wheaton Precious Metals position as of Q1 2024 after selling out during the quarter.
  • SVB Wealth sold 5,312 Wheaton Precious Metals shares in Q1 2024, an estimated $262K.
  • SVB Wealth first reported a position in Wheaton Precious Metals in Q4 2019 and held it in 17 quarters.
  • SVB Wealth's Wheaton Precious Metals position peaked at $3.77M in Q2 2021.
  • 519 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2024.

Based on SVB Wealth's 13F filing for Q1 2024, filed 15 May 2024.