Bedel Financial Consulting’s Wheaton Precious Metals WPM Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-29	Closed	-$1K	–	926
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	951
2021 Q4	$1K	Hold	29	–	–	﹤0.01%	986
2021 Q3	$1K	Hold	29	–	–	﹤0.01%	964
2021 Q2	$1K	Hold	29	–	–	﹤0.01%	948
2021 Q1	$1K	Hold	29	–	–	﹤0.01%	914
2020 Q4	$1K	Hold	29	–	–	﹤0.01%	815
2020 Q3	$1K	Hold	29	–	–	﹤0.01%	794
2020 Q2	$1K	Hold	29	–	–	﹤0.01%	758
2020 Q1	$1K	Hold	29	–	–	﹤0.01%	775
2019 Q4	$1K	Hold	29	–	–	﹤0.01%	745
2019 Q3	$1K	Hold	29	–	–	﹤0.01%	733
2019 Q2	$1K	Hold	29	–	–	﹤0.01%	704
2019 Q1	$1K	Hold	29	–	–	﹤0.01%	689
2018 Q4	$1K	Hold	29	–	–	﹤0.01%	663
2018 Q3	$0	Hold	29	–	–	﹤0.01%	726
2018 Q2	$1K	Hold	29	–	–	﹤0.01%	668
2018 Q1	$1K	Buy	+29	New	+$596	﹤0.01%	658

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Bedel Financial Consulting's WPM Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Wheaton Precious Metals (WPM) in Q2 2022, closing a stake of 29 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in WPM in Q1 2018 and held it in 17 quarters. The position peaked at $1K in Q1 2022. 494 funds tracked by Wall St. Rank hold WPM as of Q2 2022.

Bedel Financial Consulting reported no remaining Wheaton Precious Metals position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 29 Wheaton Precious Metals shares in Q2 2022, an estimated $1K.
Bedel Financial Consulting first reported a position in Wheaton Precious Metals in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Wheaton Precious Metals position peaked at $1K in Q1 2022.
494 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.