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

V 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 Q3	–	Sell	-9,527	Closed	-$412K	–	375
2023 Q2	$412K	Hold	9,527	–	–	0.07%	223
2023 Q1	$459K	Hold	9,527	–	–	0.09%	205
2022 Q4	$372K	Buy	9,527 +200	+2%	+$7.23K	0.08%	245
2022 Q3	$302K	Sell	9,327 -500	-5%	-$16.4K	0.06%	279
2022 Q2	$354K	Sell	9,827 -100	-1%	-$4.34K	0.07%	285
2022 Q1	$472K	Hold	9,927	–	–	0.08%	253
2021 Q4	$426K	Buy	9,927 +125	+1%	+$5.15K	0.06%	287
2021 Q3	$368K	Sell	9,802 -21	-0.2%	-$916	0.06%	326
2021 Q2	$433K	Buy	9,823 +21	+0.2%	+$934	0.07%	302
2021 Q1	$375K	Buy	9,802 +400	+4%	+$15.9K	0.07%	307
2020 Q4	$392K	Buy	+9,402	New	+$420K	0.08%	250
2020 Q3	–	Sell	-8,402	Closed	-$370K	–	358
2020 Q2	$370K	Buy	8,402 +450	+6%	+$17.7K	0.1%	231
2020 Q1	$219K	Sell	7,952 -150	-2%	-$4.33K	0.07%	281
2019 Q4	$213K	Hold	8,102	–	–	0.08%	266
2019 Q3	$213K	Buy	+8,102	New	+$218K	0.08%	266
2018 Q1	–	Sell	-9,500	Closed	-$206K	–	224
2017 Q4	$206K	Buy	+9,500	New	+$198K	0.1%	191
2017 Q3	–	Sell	-9,500	Closed	-$190K	–	711
2017 Q2	$190K	Sell	9,500 -576	-6%	-$11.8K	0.09%	179
2017 Q1	$208K	Buy	+10,076	New	+$209K	0.13%	165
2016 Q4	–	Sell	-9,500	Closed	-$256K	–	190
2016 Q3	$256K	Hold	9,500	–	–	0.21%	139
2016 Q2	$227K	Buy	+9,500	New	+$183K	0.19%	142

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

V Wealth Advisors's WPM Position: Q3 2023 in Review

V Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q3 2023, closing a stake of 9,527 shares — an estimated $412K sold.

V Wealth Advisors first reported a position in WPM in Q2 2016 and held it in 20 quarters. The position peaked at $472K in Q1 2022. 488 funds tracked by Wall St. Rank hold WPM as of Q3 2023.

V Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 9,527 Wheaton Precious Metals shares in Q3 2023, an estimated $412K.
V Wealth Advisors first reported a position in Wheaton Precious Metals in Q2 2016 and held it in 20 quarters.
V Wealth Advisors's Wheaton Precious Metals position peaked at $472K in Q1 2022.
488 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.