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
2016 Q1	–	Sell	-50,000	Closed	-$71K	–	750
2015 Q4	$71K	Buy	+50,000	New	+$660K	0.01%	485
2014 Q4	–	Sell	-53,200	Closed	-$145K	–	944
2014 Q3	$145K	Buy	+53,200	New	+$1.32M	0.01%	622

Other funds holding WPM

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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. 514 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.
514 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.