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Icon Advisers’s Wheaton Precious Metals WPM Stock Holding History

Icon Advisers’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
2020
Q4 		– Sell
-87,000
Closed -$4.27M – 194
2020
Q3 		$4.27M Buy
+87,000
New +$4.44M 0.84% 33
2018
Q1 		– Sell
-40,000
Closed -$885K – 363
2017
Q4 		$885K Sell
40,000
-65,000
-62% -$1.35M 0.06% 245
2017
Q3 		$2M Buy
+105,000
New +$2.07M 0.14% 190

Other funds holding WPM

VanEck Associates
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Icon Advisers's WPM Position: Q4 2020 in Review

Icon Advisers sold out of Wheaton Precious Metals (WPM) in Q4 2020, closing a stake of 87,000 shares — an estimated $4.27M sold.

Icon Advisers first reported a position in WPM in Q3 2017 and held it in 3 quarters. The position peaked at $4.27M in Q3 2020. 468 funds tracked by Wall St. Rank hold WPM as of Q4 2020.

  • Icon Advisers reported no remaining Wheaton Precious Metals position as of Q4 2020 after selling out during the quarter.
  • Icon Advisers sold 87,000 Wheaton Precious Metals shares in Q4 2020, an estimated $4.27M.
  • Icon Advisers first reported a position in Wheaton Precious Metals in Q3 2017 and held it in 3 quarters.
  • Icon Advisers's Wheaton Precious Metals position peaked at $4.27M in Q3 2020.
  • 468 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2020.

Based on Icon Advisers's 13F filing for Q4 2020, filed 2 Feb 2021.