Carroll Financial Associates’s Wheaton Precious Metals WPM Stock Holding History

Carroll Financial Associates’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	$30K	Buy	+708	New	+$29.2K	﹤0.01%	859
2016 Q4	–	Sell	-400	Closed	-$10K	–	1229
2016 Q3	$10K	Buy	+400	New	+$11K	﹤0.01%	824
2014 Q4	–	Sell	-83	Closed	-$1K	–	901
2014 Q3	$1K	Sell	83 -100	-55%	-$2.49K	﹤0.01%	798
2014 Q2	$5K	Hold	183	–	–	﹤0.01%	714
2014 Q1	$4K	Buy	+183	New	+$4.32K	﹤0.01%	692
2013 Q4	–	Sell	-100	Closed	-$2K	–	907
2013 Q3	$2K	Buy	+100	New	+$2.38K	﹤0.01%	703

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First Eagle Investment Management

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

Fidelity Investments

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Royal Bank of Canada

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Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return