Fulcrum Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Fulcrum 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
2022 Q1	–	Hold	0	–	–	–	184
2021 Q4	–	Hold	0	–	–	–	81
2021 Q3	–	Hold	0	–	–	–	82
2021 Q2	–	Hold	0	–	–	–	23
2020 Q4	–	Hold	0	–	–	–	7
2020 Q3	–	Sell	-151,272	Closed	-$7.11M	–	194
2020 Q2	$7.11M	Buy	+151,272	New	+$5.95M	2.38%	7

Other funds holding WPM

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Fulcrum Asset Management's WPM Position: Q1 2022 in Review

Fulcrum Asset Management held its Wheaton Precious Metals (WPM) position steady in Q1 2022 at 0 shares worth $424K. The position accounts for 0.12% of the portfolio, ranked #184.

Fulcrum Asset Management first reported a position in WPM in Q2 2020 and has held it in 1 quarter since. The position peaked at $7.11M in Q2 2020. 519 funds tracked by Wall St. Rank hold WPM as of Q1 2022.

Fulcrum Asset Management held 0 shares of Wheaton Precious Metals worth $424K as of Q1 2022.
Fulcrum Asset Management left its Wheaton Precious Metals share count unchanged in Q1 2022.
Wheaton Precious Metals made up 0.12% of Fulcrum Asset Management's portfolio in Q1 2022, its #184 holding.
Fulcrum Asset Management first reported a position in Wheaton Precious Metals in Q2 2020 and has held it in 1 quarter since.
Fulcrum Asset Management's Wheaton Precious Metals position peaked at $7.11M in Q2 2020.
519 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2022.

Based on Fulcrum Asset Management's 13F filing for Q1 2022, filed 10 May 2022.