Callahan Advisors’s Wheaton Precious Metals WPM Stock Holding History

Callahan 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
2022 Q1	–	Sell	-5,250	Closed	-$225K	–	155
2021 Q4	$225K	Buy	+5,250	New	+$216K	0.03%	143
2021 Q3	–	Sell	-5,253	Closed	-$231K	–	149
2021 Q2	$231K	Hold	5,253	–	–	0.03%	141
2021 Q1	$201K	Hold	5,253	–	–	0.03%	141
2020 Q4	$219K	Sell	5,253 -1,000	-16%	-$44.7K	0.03%	136
2020 Q3	$307K	Hold	6,253	–	–	0.05%	115
2020 Q2	$275K	Buy	+6,253	New	+$246K	0.05%	114
2020 Q1	–	Sell	-6,799	Closed	-$202K	–	136
2019 Q4	$202K	Buy	+6,799	New	+$186K	0.03%	125

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

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

Callahan Advisors's WPM Position: Q1 2022 in Review

Callahan Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2022, closing a stake of 5,250 shares — an estimated $225K sold.

Callahan Advisors first reported a position in WPM in Q4 2019 and held it in 7 quarters. The position peaked at $307K in Q3 2020. 520 funds tracked by Wall St. Rank hold WPM as of Q1 2022.

Callahan Advisors reported no remaining Wheaton Precious Metals position as of Q1 2022 after selling out during the quarter.
Callahan Advisors sold 5,250 Wheaton Precious Metals shares in Q1 2022, an estimated $225K.
Callahan Advisors first reported a position in Wheaton Precious Metals in Q4 2019 and held it in 7 quarters.
Callahan Advisors's Wheaton Precious Metals position peaked at $307K in Q3 2020.
520 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2022.

Based on Callahan Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.