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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CX Institutional's WPM Position: Q3 2022 in Review

CX Institutional sold out of Wheaton Precious Metals (WPM) in Q3 2022, closing a stake of 93 shares — an estimated $3K sold.

CX Institutional first reported a position in WPM in Q4 2018 and held it in 9 quarters. The position peaked at $7K in Q2 2019. 462 funds tracked by Wall St. Rank hold WPM as of Q3 2022.

CX Institutional reported no remaining Wheaton Precious Metals position as of Q3 2022 after selling out during the quarter.
CX Institutional sold 93 Wheaton Precious Metals shares in Q3 2022, an estimated $3K.
CX Institutional first reported a position in Wheaton Precious Metals in Q4 2018 and held it in 9 quarters.
CX Institutional's Wheaton Precious Metals position peaked at $7K in Q2 2019.
462 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.