Clearview Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Clearview Wealth 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 Q2	–	Sell	-100	Closed	-$5K	–	652
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	461
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	527
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	535
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	536
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	515
2020 Q4	$4K	Buy	+100	New	+$4.47K	﹤0.01%	474

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

Clearview Wealth Advisors's WPM Position: Q2 2022 in Review

Clearview Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q2 2022, closing a stake of 100 shares — an estimated $5K sold.

Clearview Wealth Advisors first reported a position in WPM in Q4 2020 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 494 funds tracked by Wall St. Rank hold WPM as of Q2 2022.

Clearview Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q2 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 100 Wheaton Precious Metals shares in Q2 2022, an estimated $5K.
Clearview Wealth Advisors first reported a position in Wheaton Precious Metals in Q4 2020 and held it in 6 quarters.
Clearview Wealth Advisors's Wheaton Precious Metals position peaked at $5K in Q1 2022.
494 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2022.

Based on Clearview Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.