Achmea Investment Management’s Wheaton Precious Metals WPM Stock Holding History

Achmea Investment Management’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
2024 Q2	–	Sell	-21,916	Closed	-$1.03M	–	438
2024 Q1	$1.03M	Hold	21,916	–	–	0.02%	361
2023 Q4	$1.09M	Buy	21,916 +66	+0.3%	+$2.99K	0.02%	379
2023 Q3	$890K	Sell	21,850 -1,030	-5%	-$44.4K	0.02%	401
2023 Q2	$991K	Buy	22,880 +215	+0.9%	+$10.2K	0.02%	429
2023 Q1	$1.09M	Buy	22,665 +9,405	+71%	+$411K	0.03%	386
2022 Q4	$485K	Hold	13,260	–	–	0.02%	489
2022 Q3	$432K	Hold	13,260	–	–	0.02%	508
2022 Q2	$477K	Hold	13,260	–	–	0.02%	493
2022 Q1	$631K	Buy	+13,260	New	+$577K	0.02%	504
2021 Q4	–	Sell	-32,886	Closed	-$1.24M	–	638
2021 Q3	$1.24M	Buy	32,886 +1,124	+4%	+$49K	0.04%	404
2021 Q2	$1.4M	Buy	31,762 +192	+0.6%	+$8.54K	0.05%	381
2021 Q1	$1.21M	Hold	31,570	–	–	0.04%	392
2020 Q4	$1.32M	Sell	31,570 -19,872	-39%	-$888K	0.05%	367
2020 Q3	$2.52M	Buy	+51,442	New	+$2.62M	0.11%	236
2020 Q2	–	Sell	-132,878	Closed	-$3.62M	–	325
2020 Q1	$3.62M	Buy	+132,878	New	+$3.83M	0.17%	116

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Achmea Investment Management's WPM Position: Q2 2024 in Review

Achmea Investment Management sold out of Wheaton Precious Metals (WPM) in Q2 2024, closing a stake of 21,916 shares — an estimated $1.03M sold.

Achmea Investment Management first reported a position in WPM in Q1 2020 and held it in 15 quarters. The position peaked at $3.62M in Q1 2020. 552 funds tracked by Wall St. Rank hold WPM as of Q2 2024.

Achmea Investment Management reported no remaining Wheaton Precious Metals position as of Q2 2024 after selling out during the quarter.
Achmea Investment Management sold 21,916 Wheaton Precious Metals shares in Q2 2024, an estimated $1.03M.
Achmea Investment Management first reported a position in Wheaton Precious Metals in Q1 2020 and held it in 15 quarters.
Achmea Investment Management's Wheaton Precious Metals position peaked at $3.62M in Q1 2020.
552 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2024.

Based on Achmea Investment Management's 13F filing for Q2 2024, filed 8 Aug 2024.