Berman Capital Advisors’s Wheaton Precious Metals WPM Stock Holding History

Berman Capital Advisors’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
2021 Q3	$4K	Sell	122 -3	-2%	-$131	﹤0.01%	1522
2021 Q2	$5K	Sell	125 -1,176	-90%	-$52.3K	﹤0.01%	1367
2021 Q1	$49K	Hold	1,301	–	–	0.01%	489
2020 Q4	$54K	Buy	1,301 +1,153	+779%	+$51.5K	0.01%	395
2020 Q3	$7K	Sell	148 -104	-41%	-$5.3K	﹤0.01%	944
2020 Q2	$11K	Sell	252 -101	-29%	-$3.97K	﹤0.01%	741
2020 Q1	$9K	Sell	353 -1	-0.3%	-$29	﹤0.01%	709
2019 Q4	$10K	Buy	354 +1	+0.3%	+$27	﹤0.01%	756
2019 Q3	$9K	Hold	353	–	–	﹤0.01%	762
2019 Q2	$8K	Buy	353 +311	+740%	+$6.9K	﹤0.01%	830
2019 Q1	$1K	Hold	42	–	–	﹤0.01%	1281
2018 Q4	$0	Buy	+42	New	+$716	﹤0.01%	1274

Other funds holding WPM

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Berman Capital Advisors's WPM Position: Q3 2021 in Review

Berman Capital Advisors reduced its Wheaton Precious Metals (WPM) stake by 2.4% in Q3 2021, selling an estimated $131 and leaving 122 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Berman Capital Advisors first reported a position in WPM in Q4 2018 and has held it in 12 quarters since. The position peaked at $54K in Q4 2020. 471 funds tracked by Wall St. Rank hold WPM as of Q3 2021.

Berman Capital Advisors held 122 shares of Wheaton Precious Metals worth $4K as of Q3 2021.
Berman Capital Advisors sold 3 Wheaton Precious Metals shares in Q3 2021, an estimated $131.
Wheaton Precious Metals made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1522 holding.
Berman Capital Advisors first reported a position in Wheaton Precious Metals in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Wheaton Precious Metals position peaked at $54K in Q4 2020.
471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.