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Freedom Investment Management’s Wheaton Precious Metals WPM Stock Holding History

Freedom Investment 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
Q2 		– Sell
-21,827
Closed -$1.05M – 782
2023
Q1 		$1.05M Buy
+21,827
New +$954K 0.12% 231
2021
Q3 		– Sell
-10,311
Closed -$454K – 918
2021
Q2 		$454K Buy
10,311
+3,137
+44% +$140K 0.03% 566
2021
Q1 		$274K Sell
7,174
-547
-7% -$21.7K 0.02% 690
2020
Q4 		$322K Buy
7,721
+807
+12% +$36K 0.04% 456
2020
Q3 		$339K Sell
6,914
-1,496
-18% -$76.3K 0.04% 381
2020
Q2 		$370K Sell
8,410
-1,335
-14% -$52.5K 0.04% 359
2020
Q1 		$278K Sell
9,745
-375
-4% -$10.8K 0.02% 529
2019
Q4 		$301K Sell
10,120
-2,975
-23% -$81.3K 0.03% 486
2019
Q3 		$344K Sell
13,095
-2,046
-14% -$55.1K 0.03% 460
2019
Q2 		$366K Sell
15,141
-1,857
-11% -$41.2K 0.03% 449
2019
Q1 		$405K Sell
16,998
-6,408
-27% -$136K 0.03% 431
2018
Q4 		$457K Sell
23,406
-3,169
-12% -$54K 0.04% 447
2018
Q3 		$436K Buy
26,575
+712
+3% +$13.7K 0.03% 582
2018
Q2 		$571K Buy
25,863
+11,984
+86% +$258K 0.03% 494
2018
Q1 		$283K Sell
13,879
-45
-0.3% -$924 0.01% 896
2017
Q4 		$308K Sell
13,924
-109
-0.8% -$2.27K 0.02% 872
2017
Q3 		$268K Sell
14,033
-70
-0.5% -$1.38K 0.01% 901
2017
Q2 		$281K Buy
14,103
+644
+5% +$13.2K 0.02% 817
2017
Q1 		$280K Buy
13,459
+2,598
+24% +$54K 0.02% 812
2016
Q4 		$210K Buy
10,861
+440
+4% +$9.17K 0.01% 882
2016
Q3 		$282K Buy
10,421
+277
+3% +$7.62K 0.02% 668
2016
Q2 		$239K Buy
+10,144
New +$196K 0.02% 685
2016
Q1 		– Sell
-11,955
Closed -$148K – 891
2015
Q4 		$148K Sell
11,955
-6,047
-34% -$79.9K 0.01% 729
2015
Q3 		$347K Buy
+18,002
New +$235K 0.04% 426

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Freedom Investment Management's WPM Position: Q2 2023 in Review

Freedom Investment Management sold out of Wheaton Precious Metals (WPM) in Q2 2023, closing a stake of 21,827 shares — an estimated $1.05M sold.

Freedom Investment Management first reported a position in WPM in Q3 2015 and held it in 24 quarters. The position peaked at $1.05M in Q1 2023. 509 funds tracked by Wall St. Rank hold WPM as of Q2 2023.

  • Freedom Investment Management reported no remaining Wheaton Precious Metals position as of Q2 2023 after selling out during the quarter.
  • Freedom Investment Management sold 21,827 Wheaton Precious Metals shares in Q2 2023, an estimated $1.05M.
  • Freedom Investment Management first reported a position in Wheaton Precious Metals in Q3 2015 and held it in 24 quarters.
  • Freedom Investment Management's Wheaton Precious Metals position peaked at $1.05M in Q1 2023.
  • 509 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.