CI
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CX Institutional’s Wheaton Precious Metals WPM Stock Holding History

CX Institutional’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
Q3 		– Sell
-93
Closed -$3K – 1135
2022
Q2 		$3K Buy
+93
New +$4.04K ﹤0.01% 1078
2021
Q4 		– Sell
-93
Closed -$3K – 903
2021
Q3 		$3K Hold
93
– – ﹤0.01% 891
2021
Q2 		$4K Hold
93
– – ﹤0.01% 882
2021
Q1 		$4K Hold
93
– – ﹤0.01% 807
2020
Q4 		$4K Hold
93
– – ﹤0.01% 798
2020
Q3 		$5K Buy
93
+12
+15% +$612 ﹤0.01% 757
2020
Q2 		$4K Buy
+81
New +$3.19K ﹤0.01% 699
2019
Q3 		– Sell
-278
Closed -$7K – 956
2019
Q2 		$7K Buy
+278
New +$6.17K ﹤0.01% 559
2019
Q1 		– Sell
-278
Closed -$5K – 827
2018
Q4 		$5K Buy
+278
New +$4.74K ﹤0.01% 401

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return