WealthSource Partners’s Wheaton Precious Metals WPM Stock Holding History

WealthSource 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	$312K	Sell	6,326 -124	-2%	-$5.61K	0.02%	407
2023 Q3	$262K	Hold	6,450	–	–	0.02%	426
2023 Q2	$279K	Buy	6,450 +3	+0%	+$143	0.02%	424
2023 Q1	$310K	Hold	6,447	–	–	0.02%	400
2022 Q4	$252K	Hold	6,447	–	–	0.02%	424
2022 Q3	$209K	Sell	6,447 -62	-1%	-$2.04K	0.02%	457
2022 Q2	$235K	Hold	6,509	–	–	0.02%	455
2022 Q1	$310K	Hold	6,509	–	–	0.02%	445
2021 Q4	$279K	Sell	6,509 -500	-7%	-$20.6K	0.02%	452
2021 Q3	$263K	Buy	7,009 +1,054	+18%	+$46K	0.02%	427
2021 Q2	$262K	Hold	5,955	–	–	0.02%	391
2021 Q1	$228K	Buy	+5,955	New	+$236K	0.02%	383
2020 Q1	–	Sell	-9,034	Closed	-$269K	–	445
2019 Q4	$269K	Buy	9,034 +696	+8%	+$19K	0.04%	334
2019 Q3	$219K	Buy	+8,338	New	+$224K	0.03%	396

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

WealthSource Partners's WPM Position: Q4 2023 in Review

WealthSource Partners reduced its Wheaton Precious Metals (WPM) stake by 1.9% in Q4 2023, selling an estimated $5.61K and leaving 6,326 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #407.

WealthSource Partners first reported a position in WPM in Q3 2019 and has held it in 14 quarters since. 538 funds tracked by Wall St. Rank hold WPM as of Q4 2023.

WealthSource Partners held 6,326 shares of Wheaton Precious Metals worth $312K as of Q4 2023.
WealthSource Partners sold 124 Wheaton Precious Metals shares in Q4 2023, an estimated $5.61K.
Wheaton Precious Metals made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #407 holding.
WealthSource Partners first reported a position in Wheaton Precious Metals in Q3 2019 and has held it in 14 quarters since.
538 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.