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BOK Financial’s Wheaton Precious Metals WPM Stock Holding History

BOK Financial’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
2024
Q3 		– Sell
-143
Closed -$7.5K – 1521
2024
Q2 		$7.5K Buy
+143
New +$7.65K ﹤0.01% 976
2018
Q3 		– Sell
-22,061
Closed -$487K – 956
2018
Q2 		$487K Sell
22,061
-5,515
-20% -$119K 0.01% 671
2018
Q1 		$561K Buy
+27,576
New +$566K 0.02% 615

Other funds holding WPM

Capital World Investors
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

BOK Financial's WPM Position: Q3 2024 in Review

BOK Financial sold out of Wheaton Precious Metals (WPM) in Q3 2024, closing a stake of 143 shares — an estimated $7.5K sold.

BOK Financial first reported a position in WPM in Q1 2018 and held it in 3 quarters. The position peaked at $561K in Q1 2018. 603 funds tracked by Wall St. Rank hold WPM as of Q3 2024.

  • BOK Financial reported no remaining Wheaton Precious Metals position as of Q3 2024 after selling out during the quarter.
  • BOK Financial sold 143 Wheaton Precious Metals shares in Q3 2024, an estimated $7.5K.
  • BOK Financial first reported a position in Wheaton Precious Metals in Q1 2018 and held it in 3 quarters.
  • BOK Financial's Wheaton Precious Metals position peaked at $561K in Q1 2018.
  • 603 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2024.

Based on BOK Financial's 13F filing for Q3 2024, filed 14 Nov 2024.