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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
2022
Q1 		– Sell
-3,700
Closed -$159K – 1984
2021
Q4 		$159K Sell
3,700
-21,300
-85% -$877K ﹤0.01% 1432
2021
Q3 		$940K Buy
+25,000
New +$1.09M 0.01% 1017

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Mirae Asset Global Investments
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.