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All Season Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History

All Season Financial 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
-7,715
Closed -$278K – 137
2022
Q2 		$278K Sell
7,715
-65
-0.8% -$2.82K 0.24% 105
2022
Q1 		$370K Buy
+7,780
New +$338K 0.26% 96

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mirae Asset Global Investments
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

All Season Financial Advisors's WPM Position: Q3 2022 in Review

All Season Financial Advisors sold out of Wheaton Precious Metals (WPM) in Q3 2022, closing a stake of 7,715 shares — an estimated $278K sold.

All Season Financial Advisors first reported a position in WPM in Q1 2022 and held it in 2 quarters. The position peaked at $370K in Q1 2022. 462 funds tracked by Wall St. Rank hold WPM as of Q3 2022.

  • All Season Financial Advisors reported no remaining Wheaton Precious Metals position as of Q3 2022 after selling out during the quarter.
  • All Season Financial Advisors sold 7,715 Wheaton Precious Metals shares in Q3 2022, an estimated $278K.
  • All Season Financial Advisors first reported a position in Wheaton Precious Metals in Q1 2022 and held it in 2 quarters.
  • All Season Financial Advisors's Wheaton Precious Metals position peaked at $370K in Q1 2022.
  • 462 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2022.

Based on All Season Financial Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.