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

Anchor 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	-7,500	Closed	-$353K	–	1068
2024 Q1	$353K	Hold	7,500	–	–	0.04%	282
2023 Q4	$370K	Hold	7,500	–	–	0.04%	276
2023 Q3	$304K	Hold	7,500	–	–	0.04%	287
2023 Q2	$324K	Hold	7,500	–	–	0.04%	276
2023 Q1	$361K	Hold	7,500	–	–	0.05%	267
2022 Q4	$293K	Hold	7,500	–	–	0.04%	283
2022 Q3	$243K	Buy	7,500 +500	+7%	+$16.4K	0.04%	302
2022 Q2	$252K	Hold	7,000	–	–	0.04%	316
2022 Q1	$333K	Hold	7,000	–	–	0.04%	307
2021 Q4	$301K	Buy	+7,000	New	+$288K	0.04%	324
2020 Q1	–	Sell	-200	Closed	-$5.95K	–	880
2019 Q4	$5.95K	Hold	200	–	–	﹤0.01%	686
2019 Q3	$5.25K	Sell	200 -55	-22%	-$1.48K	﹤0.01%	695
2019 Q2	$6.17K	Buy	255 +55	+28%	+$1.22K	﹤0.01%	670
2019 Q1	$4.76K	Sell	200 -200	-50%	-$4.25K	﹤0.01%	689
2018 Q4	$7.81K	Hold	400	–	–	﹤0.01%	651
2018 Q3	$7K	Hold	400	–	–	﹤0.01%	693
2018 Q2	$8.82K	Hold	400	–	–	﹤0.01%	681
2018 Q1	$8.15K	Hold	400	–	–	﹤0.01%	665
2017 Q4	$8.85K	Hold	400	–	–	﹤0.01%	652
2017 Q3	$7.64K	Hold	400	–	–	﹤0.01%	654
2017 Q2	$7.96K	Hold	400	–	–	﹤0.01%	589
2017 Q1	$8.34K	Hold	400	–	–	﹤0.01%	583
2016 Q4	$7.73K	Hold	400	–	–	﹤0.01%	569
2016 Q3	$10.8K	Hold	400	–	–	﹤0.01%	520
2016 Q2	$9.41K	Hold	400	–	–	﹤0.01%	527
2016 Q1	$6.63K	Buy	+400	New	+$5.79K	﹤0.01%	534

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

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

Anchor Investment Management sold out of Wheaton Precious Metals (WPM) in Q2 2024, closing a stake of 7,500 shares — an estimated $353K sold.

Anchor Investment Management first reported a position in WPM in Q1 2016 and held it in 26 quarters. The position peaked at $370K in Q4 2023. 552 funds tracked by Wall St. Rank hold WPM as of Q2 2024.

Anchor Investment Management reported no remaining Wheaton Precious Metals position as of Q2 2024 after selling out during the quarter.
Anchor Investment Management sold 7,500 Wheaton Precious Metals shares in Q2 2024, an estimated $353K.
Anchor Investment Management first reported a position in Wheaton Precious Metals in Q1 2016 and held it in 26 quarters.
Anchor Investment Management's Wheaton Precious Metals position peaked at $370K in Q4 2023.
552 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2024.

Based on Anchor Investment Management's 13F filing for Q2 2024, filed 20 Sep 2024.