TFO Wealth Partners’s Wheaton Precious Metals WPM Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-648	Closed	-$28K	–	1103
2023 Q3	$28K	Hold	648	–	–	0.01%	123
2023 Q2	$28K	Buy	+648	New	+$30.8K	0.01%	112
2022 Q3	–	Sell	-46	Closed	-$2K	–	502
2022 Q2	$2K	Buy	+46	New	+$2K	﹤0.01%	364
2021 Q4	–	Sell	-1,000	Closed	-$38K	–	201
2021 Q3	$38K	Buy	+1,000	New	+$43.6K	0.01%	61

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

TFO Wealth Partners's WPM Position: Q4 2023 in Review

TFO Wealth Partners sold out of Wheaton Precious Metals (WPM) in Q4 2023, closing a stake of 648 shares — an estimated $28K sold.

TFO Wealth Partners first reported a position in WPM in Q3 2021 and held it in 4 quarters. The position peaked at $38K in Q3 2021. 538 funds tracked by Wall St. Rank hold WPM as of Q4 2023.

TFO Wealth Partners reported no remaining Wheaton Precious Metals position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 648 Wheaton Precious Metals shares in Q4 2023, an estimated $28K.
TFO Wealth Partners first reported a position in Wheaton Precious Metals in Q3 2021 and held it in 4 quarters.
TFO Wealth Partners's Wheaton Precious Metals position peaked at $38K in Q3 2021.
538 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.