Advisor Partners’s Wheaton Precious Metals WPM Stock Holding History

Advisor 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
2022 Q2	–	Sell	-5,699	Closed	-$271K	–	906
2022 Q1	$271K	Buy	5,699 +263	+5%	+$11.4K	0.02%	710
2021 Q4	$234K	Sell	5,436 -68	-1%	-$2.8K	0.01%	760
2021 Q3	$207K	Sell	5,504 -207	-4%	-$9.03K	0.01%	762
2021 Q2	$252K	Sell	5,711 -199	-3%	-$8.85K	0.02%	712
2021 Q1	$226K	Sell	5,910 -338	-5%	-$13.4K	0.02%	729
2020 Q4	$261K	Sell	6,248 -1,130	-15%	-$50.5K	0.02%	625
2020 Q3	$362K	Buy	7,378 +107	+1%	+$5.46K	0.03%	477
2020 Q2	$320K	Buy	+7,271	New	+$286K	0.03%	502

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Advisor Partners's WPM Position: Q2 2022 in Review

Advisor Partners sold out of Wheaton Precious Metals (WPM) in Q2 2022, closing a stake of 5,699 shares — an estimated $271K sold.

Advisor Partners first reported a position in WPM in Q2 2020 and held it in 8 quarters. The position peaked at $362K in Q3 2020. 495 funds tracked by Wall St. Rank hold WPM as of Q2 2022.

Advisor Partners reported no remaining Wheaton Precious Metals position as of Q2 2022 after selling out during the quarter.
Advisor Partners sold 5,699 Wheaton Precious Metals shares in Q2 2022, an estimated $271K.
Advisor Partners first reported a position in Wheaton Precious Metals in Q2 2020 and held it in 8 quarters.
Advisor Partners's Wheaton Precious Metals position peaked at $362K in Q3 2020.
495 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.