BerganKDV Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

BerganKDV Wealth 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
2023 Q2	$173	Sell	4 -500	-99%	-$23.8K	﹤0.01%	848
2023 Q1	$24.3K	Buy	504 +499	+9,980%	+$21.8K	﹤0.01%	499
2022 Q4	$195	Buy	5 +1	+25%	+$36	﹤0.01%	1012
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1079
2022 Q2	$0	Sell	4 -590	-99%	-$25.6K	﹤0.01%	1079
2022 Q1	$28K	Hold	594	–	–	﹤0.01%	474
2021 Q4	$26K	Buy	594 +89	+18%	+$3.67K	﹤0.01%	511
2021 Q3	$19K	Buy	505 +4	+0.8%	+$174	﹤0.01%	539
2021 Q2	$22K	Buy	501 +500	+50,000%	+$22.2K	﹤0.01%	507
2021 Q1	$0	Sell	1 -999	-100%	-$39.6K	﹤0.01%	994
2020 Q4	$42K	Hold	1,000	–	–	0.01%	374
2020 Q3	$49K	Buy	1,000 +180	+22%	+$9.18K	0.01%	339
2020 Q2	$36K	Hold	820	–	–	0.01%	387
2020 Q1	$23K	Hold	820	–	–	﹤0.01%	408
2019 Q4	$24K	Hold	820	–	–	﹤0.01%	427
2019 Q3	$22K	Buy	820 +260	+46%	+$7K	﹤0.01%	420
2019 Q2	$14K	Hold	560	–	–	﹤0.01%	479
2019 Q1	$13K	Hold	560	–	–	﹤0.01%	497
2018 Q4	$11K	Hold	560	–	–	﹤0.01%	471
2018 Q3	$10K	Buy	560 +275	+96%	+$5.27K	﹤0.01%	497
2018 Q2	$6K	Buy	+285	New	+$6.13K	﹤0.01%	552

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BerganKDV Wealth Management's WPM Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Wheaton Precious Metals (WPM) stake by 99% in Q2 2023, selling an estimated $23.8K and leaving 4 shares worth $173. The position accounts for ﹤0.01% of the portfolio, ranked #848.

BerganKDV Wealth Management first reported a position in WPM in Q2 2018 and has held it in 21 quarters since. The position peaked at $49K in Q3 2020. 508 funds tracked by Wall St. Rank hold WPM as of Q2 2023.

BerganKDV Wealth Management held 4 shares of Wheaton Precious Metals worth $173 as of Q2 2023.
BerganKDV Wealth Management sold 500 Wheaton Precious Metals shares in Q2 2023, an estimated $23.8K.
Wheaton Precious Metals made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #848 holding.
BerganKDV Wealth Management first reported a position in Wheaton Precious Metals in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Wheaton Precious Metals position peaked at $49K in Q3 2020.
508 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.