CFA
WPM icon

Cahill Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History

Cahill Financial 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
Q4 		– Sell
-958
Closed -$36K – 792
2021
Q3 		$36K Buy
+958
New +$41.8K 0.01% 378
2020
Q3 		– Sell
-4,581
Closed -$202K – 171
2020
Q2 		$202K Buy
+4,581
New +$180K 0.08% 154

Other funds holding WPM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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 $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Cahill Financial Advisors's WPM Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Wheaton Precious Metals (WPM) in Q4 2021, closing a stake of 958 shares — an estimated $36K sold.

Cahill Financial Advisors first reported a position in WPM in Q2 2020 and held it in 2 quarters. The position peaked at $202K in Q2 2020. 498 funds tracked by Wall St. Rank hold WPM as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Wheaton Precious Metals position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 958 Wheaton Precious Metals shares in Q4 2021, an estimated $36K.
  • Cahill Financial Advisors first reported a position in Wheaton Precious Metals in Q2 2020 and held it in 2 quarters.
  • Cahill Financial Advisors's Wheaton Precious Metals position peaked at $202K in Q2 2020.
  • 498 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.