Bluefin Capital Management’s Wheaton Precious Metals WPM Stock Holding History

Bluefin Capital 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
2022 Q4	–	Sell	-13,201	Closed	-$427K	–	672
2022 Q3	$427K	Buy	+13,201	New	+$434K	0.04%	204
2022 Q1	–	Sell	-14,200	Closed	-$610K	–	1012
2021 Q4	$610K	Buy	+14,200	New	+$585K	0.04%	301
2016 Q1	–	Sell	-41,139	Closed	-$511K	–	749
2015 Q4	$511K	Buy	41,139 +31,139	+311%	+$411K	0.04%	299
2015 Q3	$120K	Sell	10,000 -3,118	-24%	-$40.7K	0.01%	370
2015 Q2	$227K	Sell	13,118 -3,393	-21%	-$65.2K	0.01%	408
2015 Q1	$314K	Buy	+16,511	New	+$351K	0.03%	324
2014 Q4	–	Sell	-73,352	Closed	-$1.46M	–	943
2014 Q3	$1.46M	Buy	73,352 +21,983	+43%	+$547K	0.08%	243
2014 Q2	$1.4M	Buy	+51,369	New	+$1.15M	0.06%	254
2013 Q4	–	Sell	-28,762	Closed	-$700K	–	454
2013 Q3	$700K	Buy	28,762 +13,606	+90%	+$324K	0.07%	236
2013 Q2	$300K	Buy	+15,156	New	+$361K	0.03%	396

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

Norges Bank Oslo, Norway $1T AUM

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

VNIM

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

Bluefin Capital Management's WPM Position: Q4 2022 in Review

Bluefin Capital Management sold out of Wheaton Precious Metals (WPM) in Q4 2022, closing a stake of 13,201 shares — an estimated $427K sold.

Bluefin Capital Management first reported a position in WPM in Q2 2013 and held it in 10 quarters. The position peaked at $1.46M in Q3 2014. 513 funds tracked by Wall St. Rank hold WPM as of Q4 2022.

Bluefin Capital Management reported no remaining Wheaton Precious Metals position as of Q4 2022 after selling out during the quarter.
Bluefin Capital Management sold 13,201 Wheaton Precious Metals shares in Q4 2022, an estimated $427K.
Bluefin Capital Management first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 10 quarters.
Bluefin Capital Management's Wheaton Precious Metals position peaked at $1.46M in Q3 2014.
513 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2022.

Based on Bluefin Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.