1834 Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

1834 Investment 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
2022 Q3	–	Sell	-390	Closed	-$14K	–	453
2022 Q2	$14K	Hold	390	–	–	﹤0.01%	360
2022 Q1	$19K	Hold	390	–	–	﹤0.01%	316
2021 Q4	$17K	Buy	390 +100	+34%	+$4.12K	﹤0.01%	345
2021 Q3	$11K	Hold	290	–	–	﹤0.01%	392
2021 Q2	$13K	Hold	290	–	–	﹤0.01%	396
2021 Q1	$11K	Buy	290 +190	+190%	+$7.54K	﹤0.01%	383
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	423
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	388
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	401
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	381
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	434
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	438
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	422
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	396
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	392
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	387
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	407
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	431
2017 Q4	$2K	Buy	+100	New	+$2.08K	﹤0.01%	439

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

1834 Investment Advisors's WPM Position: Q3 2022 in Review

1834 Investment Advisors sold out of Wheaton Precious Metals (WPM) in Q3 2022, closing a stake of 390 shares — an estimated $14K sold.

1834 Investment Advisors first reported a position in WPM in Q4 2017 and held it in 19 quarters. The position peaked at $19K in Q1 2022. 462 funds tracked by Wall St. Rank hold WPM as of Q3 2022.

1834 Investment Advisors reported no remaining Wheaton Precious Metals position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 390 Wheaton Precious Metals shares in Q3 2022, an estimated $14K.
1834 Investment Advisors first reported a position in Wheaton Precious Metals in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's Wheaton Precious Metals position peaked at $19K in Q1 2022.
462 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.