Gradient Investments’s Wheaton Precious Metals WPM Stock Holding History

Gradient Investments’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 Q2	–	Sell	-55	Closed	-$3K	–	1393
2022 Q1	$3K	Buy	+55	New	+$2.39K	﹤0.01%	1001
2021 Q2	–	Sell	-100	Closed	-$4K	–	1268
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	928
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	823
2020 Q3	$5K	Buy	+100	New	+$5.1K	﹤0.01%	828
2018 Q2	–	Sell	-540	Closed	-$11K	–	1152
2018 Q1	$11K	Buy	+540	New	+$11.1K	﹤0.01%	615
2015 Q4	–	Sell	-42	Closed	-$1K	–	754
2015 Q3	$1K	Buy	+42	New	+$548	﹤0.01%	563

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Gradient Investments's WPM Position: Q2 2022 in Review

Gradient Investments sold out of Wheaton Precious Metals (WPM) in Q2 2022, closing a stake of 55 shares — an estimated $3K sold.

Gradient Investments first reported a position in WPM in Q3 2015 and held it in 6 quarters. The position peaked at $11K in Q1 2018. 494 funds tracked by Wall St. Rank hold WPM as of Q2 2022.

Gradient Investments reported no remaining Wheaton Precious Metals position as of Q2 2022 after selling out during the quarter.
Gradient Investments sold 55 Wheaton Precious Metals shares in Q2 2022, an estimated $3K.
Gradient Investments first reported a position in Wheaton Precious Metals in Q3 2015 and held it in 6 quarters.
Gradient Investments's Wheaton Precious Metals position peaked at $11K in Q1 2018.
494 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2022.

Based on Gradient Investments's 13F filing for Q2 2022, filed 11 Jul 2022.