Financial Perspectives’s Wheaton Precious Metals WPM Stock Holding History

Financial Perspectives’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 Q1	–	Sell	-293	Closed	-$12.6K	–	691
2021 Q4	$12.6K	Hold	293	–	–	0.01%	418
2021 Q3	$11K	Hold	293	–	–	0.01%	434
2021 Q2	$12.9K	Hold	293	–	–	0.01%	440
2021 Q1	$11.2K	Hold	293	–	–	0.01%	434
2020 Q4	$12.2K	Buy	293 +50	+21%	+$2.23K	0.01%	387
2020 Q3	$11.9K	Buy	243 +50	+26%	+$2.55K	0.01%	351
2020 Q2	$8.5K	Buy	193 +50	+35%	+$1.97K	0.01%	367
2020 Q1	$3.94K	Hold	143	–	–	﹤0.01%	402
2019 Q4	$4.25K	Buy	+143	New	+$3.91K	﹤0.01%	405

Other funds holding WPM

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

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

Financial Perspectives's WPM Position: Q1 2022 in Review

Financial Perspectives sold out of Wheaton Precious Metals (WPM) in Q1 2022, closing a stake of 293 shares — an estimated $12.6K sold.

Financial Perspectives first reported a position in WPM in Q4 2019 and held it in 9 quarters. The position peaked at $12.9K in Q2 2021. 520 funds tracked by Wall St. Rank hold WPM as of Q1 2022.

Financial Perspectives reported no remaining Wheaton Precious Metals position as of Q1 2022 after selling out during the quarter.
Financial Perspectives sold 293 Wheaton Precious Metals shares in Q1 2022, an estimated $12.6K.
Financial Perspectives first reported a position in Wheaton Precious Metals in Q4 2019 and held it in 9 quarters.
Financial Perspectives's Wheaton Precious Metals position peaked at $12.9K in Q2 2021.
520 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2022.

Based on Financial Perspectives's 13F filing for Q1 2022, filed 10 Jan 2024.