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

TCI 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
2015
Q2 		– Sell
-10
Closed -$1K – 1012
2015
Q1 		$1K Buy
+10
New +$213 ﹤0.01% 840

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Fidelity Investments
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

TCI Wealth Advisors's WPM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q2 2023, closing a stake of 100 shares — an estimated $4.82K sold.

TCI Wealth Advisors first reported a position in WPM in Q2 2013 and held it in 40 quarters. The position peaked at $27K in Q3 2013. 509 funds tracked by Wall St. Rank hold WPM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 100 Wheaton Precious Metals shares in Q2 2023, an estimated $4.82K.
  • TCI Wealth Advisors first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 40 quarters.
  • TCI Wealth Advisors's Wheaton Precious Metals position peaked at $27K in Q3 2013.
  • 509 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.