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Gratus Capital’s Wheaton Precious Metals WPM Stock Holding History

Gratus Capital’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
Q2 		– Sell
-22,400
Closed -$856K – 190
2021
Q1 		$856K Hold
22,400
– – 0.1% 117
2020
Q4 		$935K Sell
22,400
-1,000
-4% -$44.7K 0.13% 108
2020
Q3 		$1.15M Sell
23,400
-1,433
-6% -$73.1K 0.18% 102
2020
Q2 		$1.09M Hold
24,833
– – 0.18% 100
2020
Q1 		$684K Buy
+24,833
New +$717K 0.13% 116
2018
Q4 		– Sell
-11,217
Closed -$196K – 191
2018
Q3 		$196K Sell
11,217
-18,700
-63% -$359K 0.03% 176
2018
Q2 		$660K Sell
29,917
-10,073
-25% -$217K 0.1% 113
2018
Q1 		$815K Buy
39,990
+6,600
+20% +$136K 0.12% 113
2017
Q4 		$739K Sell
33,390
-1,010
-3% -$21.1K 0.1% 122
2017
Q3 		$657K Buy
34,400
+200
+0.6% +$3.94K 0.09% 125
2017
Q2 		$680K Hold
34,200
– – 0.1% 120
2017
Q1 		$713K Sell
34,200
-1,900
-5% -$39.5K 0.1% 118
2016
Q4 		$697K Sell
36,100
-680
-2% -$14.2K 0.1% 118
2016
Q3 		$994K Sell
36,780
-2,420
-6% -$66.6K 0.15% 106
2016
Q2 		$922K Buy
+39,200
New +$756K 0.14% 110

Other funds holding WPM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gratus Capital's WPM Position: Q2 2021 in Review

Gratus Capital sold out of Wheaton Precious Metals (WPM) in Q2 2021, closing a stake of 22,400 shares — an estimated $856K sold.

Gratus Capital first reported a position in WPM in Q2 2016 and held it in 15 quarters. The position peaked at $1.15M in Q3 2020. 473 funds tracked by Wall St. Rank hold WPM as of Q2 2021.

  • Gratus Capital reported no remaining Wheaton Precious Metals position as of Q2 2021 after selling out during the quarter.
  • Gratus Capital sold 22,400 Wheaton Precious Metals shares in Q2 2021, an estimated $856K.
  • Gratus Capital first reported a position in Wheaton Precious Metals in Q2 2016 and held it in 15 quarters.
  • Gratus Capital's Wheaton Precious Metals position peaked at $1.15M in Q3 2020.
  • 473 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2021.

Based on Gratus Capital's 13F filing for Q2 2021, filed 10 Aug 2021.