Ironwood Financial’s Wheaton Precious Metals WPM Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-320	Closed	-$12K	–	547
2021 Q3	$12K	Hold	320	–	–	﹤0.01%	352
2021 Q2	$14K	Hold	320	–	–	﹤0.01%	328
2021 Q1	$12K	Hold	320	–	–	﹤0.01%	324
2020 Q4	$13K	Hold	320	–	–	﹤0.01%	296
2020 Q3	$16K	Hold	320	–	–	0.01%	221
2020 Q2	$14K	Hold	320	–	–	0.01%	224
2020 Q1	$9K	Hold	320	–	–	0.01%	228
2019 Q4	$10K	Hold	320	–	–	﹤0.01%	261
2019 Q3	$8K	Hold	320	–	–	﹤0.01%	283
2019 Q2	$8K	Hold	320	–	–	﹤0.01%	286
2019 Q1	$8K	Hold	320	–	–	﹤0.01%	279
2018 Q4	$6K	Hold	320	–	–	﹤0.01%	292
2018 Q3	$6K	Hold	320	–	–	﹤0.01%	297
2018 Q2	$7K	Hold	320	–	–	﹤0.01%	215
2018 Q1	$7K	Hold	320	–	–	0.01%	191
2017 Q4	$7K	Hold	320	–	–	﹤0.01%	198
2017 Q3	$6K	Hold	320	–	–	﹤0.01%	209
2017 Q2	$6K	Hold	320	–	–	﹤0.01%	208
2017 Q1	$7K	Hold	320	–	–	﹤0.01%	194
2016 Q4	$6K	Hold	320	–	–	﹤0.01%	200
2016 Q3	$9K	Hold	320	–	–	0.01%	174
2016 Q2	$8K	Hold	320	–	–	0.01%	178
2016 Q1	$5K	Buy	+320	New	+$4.63K	﹤0.01%	215
2015 Q3	$4K	Hold	320	–	–	﹤0.01%	295
2015 Q2	$6K	Hold	320	–	–	﹤0.01%	238
2015 Q1	$6K	Hold	320	–	–	﹤0.01%	238
2014 Q4	$7K	Buy	+320	New	+$6.36K	﹤0.01%	192

Other funds holding WPM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ironwood Financial's WPM Position: Q4 2021 in Review

Ironwood Financial sold out of Wheaton Precious Metals (WPM) in Q4 2021, closing a stake of 320 shares — an estimated $12K sold.

Ironwood Financial first reported a position in WPM in Q4 2014 and held it in 27 quarters. The position peaked at $16K in Q3 2020. 498 funds tracked by Wall St. Rank hold WPM as of Q4 2021.

Ironwood Financial reported no remaining Wheaton Precious Metals position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 320 Wheaton Precious Metals shares in Q4 2021, an estimated $12K.
Ironwood Financial first reported a position in Wheaton Precious Metals in Q4 2014 and held it in 27 quarters.
Ironwood Financial's Wheaton Precious Metals position peaked at $16K in Q3 2020.
498 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.