ACM
WPM icon

Allred Capital Management’s Wheaton Precious Metals WPM Stock Holding History

Allred Capital 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
2021
Q2 		– Sell
-1,000
Closed -$38.2K – 772
2021
Q1 		$38.2K Buy
+1,000
New +$39.7K 0.02% 434
2020
Q1 		– Sell
-1,000
Closed -$29.7K – 728
2019
Q4 		$29.7K Buy
+1,000
New +$27.3K 0.02% 410

Other funds holding WPM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Allred Capital Management's WPM Position: Q2 2021 in Review

Allred Capital Management sold out of Wheaton Precious Metals (WPM) in Q2 2021, closing a stake of 1,000 shares — an estimated $38.2K sold.

Allred Capital Management first reported a position in WPM in Q4 2019 and held it in 2 quarters. The position peaked at $38.2K in Q1 2021. 473 funds tracked by Wall St. Rank hold WPM as of Q2 2021.

  • Allred Capital Management reported no remaining Wheaton Precious Metals position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 1,000 Wheaton Precious Metals shares in Q2 2021, an estimated $38.2K.
  • Allred Capital Management first reported a position in Wheaton Precious Metals in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Wheaton Precious Metals position peaked at $38.2K in Q1 2021.
  • 473 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.