Cordasco Financial Network’s Wheaton Precious Metals WPM Stock Holding History

Cordasco Financial Network’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	$8K	Buy	209 +1	+0.5%	+$43	0.01%	409
2022 Q1	$10K	Hold	208	–	–	0.01%	374
2021 Q4	$9K	Hold	208	–	–	0.01%	391
2021 Q3	$8K	Buy	208 +1	+0.5%	+$44	0.01%	419
2021 Q2	$9K	Buy	207 +1	+0.5%	+$44	0.01%	406
2021 Q1	$8K	Hold	206	–	–	0.01%	406
2020 Q4	$9K	Buy	206 +1	+0.5%	+$45	0.01%	342
2020 Q3	$10K	Hold	205	–	–	0.01%	319
2020 Q2	$9K	Buy	205 +1	+0.5%	+$39	0.01%	302
2020 Q1	$6K	Hold	204	–	–	0.01%	311
2019 Q4	$6K	Sell	204 -277	-58%	-$7.57K	0.01%	345
2019 Q3	$13K	Buy	481 +1	+0.2%	+$27	0.01%	260
2019 Q2	$12K	Hold	480	–	–	0.01%	264
2019 Q1	$11K	Buy	+480	New	+$10.2K	0.01%	298

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Cordasco Financial Network's WPM Position: Q2 2022 in Review

Cordasco Financial Network increased its Wheaton Precious Metals (WPM) stake by 0.48% in Q2 2022, buying an estimated $43 and bringing the position to 209 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #409.

Cordasco Financial Network first reported a position in WPM in Q1 2019 and has held it in 14 quarters since. The position peaked at $13K in Q3 2019. 495 funds tracked by Wall St. Rank hold WPM as of Q2 2022.

Cordasco Financial Network held 209 shares of Wheaton Precious Metals worth $8K as of Q2 2022.
Cordasco Financial Network bought 1 Wheaton Precious Metals share in Q2 2022, an estimated $43.
Wheaton Precious Metals made up 0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #409 holding.
Cordasco Financial Network first reported a position in Wheaton Precious Metals in Q1 2019 and has held it in 14 quarters since.
Cordasco Financial Network's Wheaton Precious Metals position peaked at $13K in Q3 2019.
495 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.