Jefferies Group’s Wheaton Precious Metals WPM Stock Holding History

Jefferies Group’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 Q3	–	Sell	-223,600	Closed	-$9.85K	–	1579
2020 Q2	$9.85K	Sell	223,600 -26,700	-11%	-$1.05M	0.12%	140
2020 Q1	$6.89M	Sell	250,300 -64,700	-21%	-$1.87M	0.08%	223
2019 Q4	$9.37M	Buy	+315,000	New	+$8.61M	0.07%	243
2018 Q3	–	Sell	-176,000	Closed	-$3.88M	–	2781
2018 Q2	$3.88M	Buy	+176,000	New	+$3.79M	0.02%	595
2016 Q2	–	Sell	-172,000	Closed	-$2.85M	–	2473
2016 Q1	$2.85M	Buy	+172,000	New	+$2.49M	0.02%	694

Other funds holding WPM

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

VanEck Associates New York $133B AUM 72.99% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Jefferies Group's WPM Position: Q1 2022 in Review

Jefferies Group sold out of Wheaton Precious Metals (WPM) in Q1 2022, closing a stake of 23,700 shares — an estimated $1.02M sold.

Jefferies Group first reported a position in WPM in Q2 2013 and held it in 15 quarters. The position peaked at $5.42M in Q4 2019. 519 funds tracked by Wall St. Rank hold WPM as of Q1 2022.

Jefferies Group reported no remaining Wheaton Precious Metals position as of Q1 2022 after selling out during the quarter.
Jefferies Group sold 23,700 Wheaton Precious Metals shares in Q1 2022, an estimated $1.02M.
Jefferies Group first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 15 quarters.
Jefferies Group's Wheaton Precious Metals position peaked at $5.42M in Q4 2019.
519 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2022.

Based on Jefferies Group's 13F filing for Q1 2022, filed 16 May 2022.