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Aperio Group’s Wheaton Precious Metals WPM Stock Holding History

Aperio Group’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
2020
Q4 		$15.1M Buy
361,884
+19,533
+6% +$872K 0.04% 408
2020
Q3 		$16.8M Sell
342,351
-11,457
-3% -$584K 0.06% 325
2020
Q2 		$15.6M Sell
353,808
-52,448
-13% -$2.06M 0.06% 325
2020
Q1 		$11.2M Buy
406,256
+54,809
+16% +$1.58M 0.05% 378
2019
Q4 		$10.5M Buy
351,447
+26,171
+8% +$715K 0.04% 486
2019
Q3 		$8.54M Buy
325,276
+13,731
+4% +$370K 0.03% 529
2019
Q2 		$7.53M Buy
311,545
+31,933
+11% +$708K 0.03% 576
2019
Q1 		$6.66M Buy
279,612
+26,143
+10% +$556K 0.03% 588
2018
Q4 		$4.95M Buy
253,469
+20,017
+9% +$341K 0.02% 649
2018
Q3 		$4.08M Sell
233,452
-79,892
-25% -$1.53M 0.02% 757
2018
Q2 		$6.91M Buy
313,344
+4,920
+2% +$106K 0.03% 557
2018
Q1 		$6.28M Buy
308,424
+50,991
+20% +$1.05M 0.03% 573
2017
Q4 		$5.7M Buy
257,433
+15,607
+6% +$325K 0.03% 595
2017
Q3 		$4.62M Sell
241,826
-1,621
-0.7% -$31.9K 0.03% 635
2017
Q2 		$4.84M Buy
243,447
+18,253
+8% +$373K 0.03% 593
2017
Q1 		$4.69M Sell
225,194
-13,430
-6% -$279K 0.03% 573
2016
Q4 		$4.61M Sell
238,624
-5,032
-2% -$105K 0.04% 531
2016
Q3 		$6.59M Sell
243,656
-6,703
-3% -$184K 0.05% 450
2016
Q2 		$5.89M Sell
250,359
-7,082
-3% -$137K 0.05% 461
2016
Q1 		$4.27M Buy
257,441
+67,065
+35% +$971K 0.04% 534
2015
Q4 		$2.36M Buy
190,376
+6,682
+4% +$88.2K 0.02% 692
2015
Q3 		$2.21M Buy
183,694
+27,297
+17% +$356K 0.02% 698
2015
Q2 		$2.71M Sell
156,397
-4,868
-3% -$93.5K 0.03% 610
2015
Q1 		$3.07M Buy
161,265
+27,974
+21% +$595K 0.03% 539
2014
Q4 		$2.71M Buy
133,291
+18,937
+17% +$377K 0.03% 549
2014
Q3 		$2.28M Buy
114,354
+39,656
+53% +$987K 0.03% 576
2014
Q2 		$1.96M Buy
74,698
+34,653
+87% +$776K 0.03% 601
2014
Q1 		$909K Buy
+40,045
New +$944K 0.01% 1050
2013
Q4 		– Sell
-26,641
Closed -$579K – 1068
2013
Q3 		$660K Buy
26,641
+9,420
+55% +$224K 0.01% 1027
2013
Q2 		$339K Buy
+17,221
New +$410K 0.01% 1208

Other funds holding WPM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Aperio Group's WPM Position: Q4 2020 in Review

Aperio Group increased its Wheaton Precious Metals (WPM) stake by 5.7% in Q4 2020, buying an estimated $872K and bringing the position to 361,884 shares worth $15.1M. The position accounts for 0.04% of the portfolio, ranked #408.

Aperio Group first reported a position in WPM in Q2 2013 and has held it in 30 quarters since. The position peaked at $16.8M in Q3 2020. 468 funds tracked by Wall St. Rank hold WPM as of Q4 2020.

  • Aperio Group held 361,884 shares of Wheaton Precious Metals worth $15.1M as of Q4 2020.
  • Aperio Group bought 19,533 Wheaton Precious Metals shares in Q4 2020, an estimated $872K.
  • Wheaton Precious Metals made up 0.04% of Aperio Group's portfolio in Q4 2020, its #408 holding.
  • Aperio Group first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Wheaton Precious Metals position peaked at $16.8M in Q3 2020.
  • 468 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.