Enterprise Financial Services Corp (EFSC)’s Wheaton Precious Metals WPM Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021 Q3	–	Sell	-183	Closed	-$8K	–	1222
2021 Q2	$8K	Hold	183	–	–	﹤0.01%	832
2021 Q1	$7K	Hold	183	–	–	﹤0.01%	861
2020 Q4	$8K	Hold	183	–	–	﹤0.01%	785
2020 Q3	$9K	Hold	183	–	–	﹤0.01%	729
2020 Q2	$8K	Buy	183 +88	+93%	+$3.46K	﹤0.01%	765
2020 Q1	$3K	Buy	+95	New	+$2.74K	﹤0.01%	942
2019 Q4	–	Sell	-77	Closed	-$2K	–	1163
2019 Q3	$2K	Buy	+77	New	+$2.07K	﹤0.01%	1021
2016 Q1	–	Sell	-258	Closed	-$3K	–	1142
2015 Q4	$3K	Buy	258 +228	+760%	+$3.01K	﹤0.01%	867
2015 Q3	$0	Buy	+30	New	+$391	﹤0.01%	1149
2014 Q4	–	Sell	-135	Closed	-$3K	–	1344
2014 Q3	$3K	Hold	135	–	–	﹤0.01%	941
2014 Q2	$4K	Hold	135	–	–	﹤0.01%	893
2014 Q1	$3K	Hold	135	–	–	﹤0.01%	975
2013 Q4	$3K	Hold	135	–	–	﹤0.01%	933
2013 Q3	$3K	Sell	135 -29	-18%	-$690	﹤0.01%	922
2013 Q2	$3K	Buy	+164	New	+$3.91K	﹤0.01%	773

Other funds holding WPM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Enterprise Financial Services Corp (EFSC)'s WPM Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Wheaton Precious Metals (WPM) in Q3 2021, closing a stake of 183 shares — an estimated $8K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in WPM in Q2 2013 and held it in 15 quarters. The position peaked at $9K in Q3 2020. 471 funds tracked by Wall St. Rank hold WPM as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Wheaton Precious Metals position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 183 Wheaton Precious Metals shares in Q3 2021, an estimated $8K.
Enterprise Financial Services Corp (EFSC) first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 15 quarters.
Enterprise Financial Services Corp (EFSC)'s Wheaton Precious Metals position peaked at $9K in Q3 2020.
471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.