Alpine Woods Capital Investors’s Wheaton Precious Metals WPM Stock Holding History

Alpine Woods Capital Investors’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	-6,400	Closed	-$231K	–	204
2022 Q2	$231K	Hold	6,400	–	–	0.03%	190
2022 Q1	$305K	Hold	6,400	–	–	0.03%	194
2021 Q4	$275K	Hold	6,400	–	–	0.03%	201
2021 Q3	$241K	Hold	6,400	–	–	0.03%	211
2021 Q2	$282K	Buy	+6,400	New	+$285K	0.03%	214

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

Alpine Woods Capital Investors's WPM Position: Q3 2022 in Review

Alpine Woods Capital Investors sold out of Wheaton Precious Metals (WPM) in Q3 2022, closing a stake of 6,400 shares — an estimated $231K sold.

Alpine Woods Capital Investors first reported a position in WPM in Q2 2021 and held it in 5 quarters. The position peaked at $305K in Q1 2022. 462 funds tracked by Wall St. Rank hold WPM as of Q3 2022.

Alpine Woods Capital Investors reported no remaining Wheaton Precious Metals position as of Q3 2022 after selling out during the quarter.
Alpine Woods Capital Investors sold 6,400 Wheaton Precious Metals shares in Q3 2022, an estimated $231K.
Alpine Woods Capital Investors first reported a position in Wheaton Precious Metals in Q2 2021 and held it in 5 quarters.
Alpine Woods Capital Investors's Wheaton Precious Metals position peaked at $305K in Q1 2022.
462 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2022.

Based on Alpine Woods Capital Investors's 13F filing for Q3 2022, filed 31 Oct 2022.