J.P. Marvel Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

J.P. Marvel Investment Advisors’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	-24,890	Closed	-$935K	–	73
2021 Q3	$935K	Sell	24,890 -480	-2%	-$20.9K	0.28%	45
2021 Q2	$1.12M	Sell	25,370 -360	-1%	-$16K	0.24%	58
2021 Q1	$983K	Sell	25,730 -5,940	-19%	-$236K	0.23%	57
2020 Q4	$1.32M	Sell	31,670 -565	-2%	-$25.2K	0.34%	51
2020 Q3	$1.58M	Buy	+32,235	New	+$1.64M	0.46%	47

Other funds holding WPM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

J.P. Marvel Investment Advisors's WPM Position: Q4 2021 in Review

J.P. Marvel Investment Advisors sold out of Wheaton Precious Metals (WPM) in Q4 2021, closing a stake of 24,890 shares — an estimated $935K sold.

J.P. Marvel Investment Advisors first reported a position in WPM in Q3 2020 and held it in 5 quarters. The position peaked at $1.58M in Q3 2020. 497 funds tracked by Wall St. Rank hold WPM as of Q4 2021.

J.P. Marvel Investment Advisors reported no remaining Wheaton Precious Metals position as of Q4 2021 after selling out during the quarter.
J.P. Marvel Investment Advisors sold 24,890 Wheaton Precious Metals shares in Q4 2021, an estimated $935K.
J.P. Marvel Investment Advisors first reported a position in Wheaton Precious Metals in Q3 2020 and held it in 5 quarters.
J.P. Marvel Investment Advisors's Wheaton Precious Metals position peaked at $1.58M in Q3 2020.
497 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2021.

Based on J.P. Marvel Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.