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Homrich & Berg’s Wheaton Precious Metals WPM Stock Holding History

Homrich & Berg’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
Q3 		– Sell
-5,319
Closed -$234K – 508
2021
Q2 		$234K Buy
5,319
+16
+0.3% +$712 0.01% 423
2021
Q1 		$203K Hold
5,303
– – 0.01% 406
2020
Q4 		$221K Buy
+5,303
New +$237K 0.01% 365

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Franklin Resources
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Homrich & Berg's WPM Position: Q3 2021 in Review

Homrich & Berg sold out of Wheaton Precious Metals (WPM) in Q3 2021, closing a stake of 5,319 shares — an estimated $234K sold.

Homrich & Berg first reported a position in WPM in Q4 2020 and held it in 3 quarters. The position peaked at $234K in Q2 2021. 471 funds tracked by Wall St. Rank hold WPM as of Q3 2021.

  • Homrich & Berg reported no remaining Wheaton Precious Metals position as of Q3 2021 after selling out during the quarter.
  • Homrich & Berg sold 5,319 Wheaton Precious Metals shares in Q3 2021, an estimated $234K.
  • Homrich & Berg first reported a position in Wheaton Precious Metals in Q4 2020 and held it in 3 quarters.
  • Homrich & Berg's Wheaton Precious Metals position peaked at $234K in Q2 2021.
  • 471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.