Desjardins Global Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Desjardins Global Asset Management’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
2023 Q4	$1.55M	Sell	31,425 -55,241	-64%	-$2.5M	0.17%	144
2023 Q3	$3.51M	Buy	86,666 +86,412	+34,020%	+$3.73M	0.38%	53
2023 Q2	$11K	Sell	254 -7,758	-97%	-$369K	﹤0.01%	616
2023 Q1	$386K	Hold	8,012	–	–	0.05%	302
2022 Q4	$313K	Buy	8,012 +1,940	+32%	+$70.1K	0.05%	291
2022 Q3	$196K	Hold	6,072	–	–	0.02%	344
2022 Q2	$219K	Sell	6,072 -492	-7%	-$21.4K	0.03%	340
2022 Q1	$312K	Sell	6,564 -2,200	-25%	-$95.7K	0.03%	316
2021 Q4	$376K	Buy	+8,764	New	+$361K	0.03%	308

Other funds holding WPM

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

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

VanEck Associates New York $133B AUM 72.99% 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

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

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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Desjardins Global Asset Management's WPM Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Wheaton Precious Metals (WPM) stake by 64% in Q4 2023, selling an estimated $2.5M and leaving 31,425 shares worth $1.55M. The position accounts for 0.17% of the portfolio, ranked #144.

Desjardins Global Asset Management first reported a position in WPM in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.51M in Q3 2023. 537 funds tracked by Wall St. Rank hold WPM as of Q4 2023.

Desjardins Global Asset Management held 31,425 shares of Wheaton Precious Metals worth $1.55M as of Q4 2023.
Desjardins Global Asset Management sold 55,241 Wheaton Precious Metals shares in Q4 2023, an estimated $2.5M.
Wheaton Precious Metals made up 0.17% of Desjardins Global Asset Management's portfolio in Q4 2023, its #144 holding.
Desjardins Global Asset Management first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Wheaton Precious Metals position peaked at $3.51M in Q3 2023.
537 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.