Kings Point Capital Management’s Wheaton Precious Metals WPM Stock Holding History

Kings Point Capital Management’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	$34K	Hold	708	–	–	﹤0.01%	402
2021 Q4	$30K	Hold	708	–	–	﹤0.01%	470
2021 Q3	$27K	Hold	708	–	–	﹤0.01%	447
2021 Q2	$31K	Hold	708	–	–	﹤0.01%	412
2021 Q1	$27K	Hold	708	–	–	﹤0.01%	418
2020 Q4	$30K	Hold	708	–	–	﹤0.01%	378
2020 Q3	$35K	Hold	708	–	–	﹤0.01%	349
2020 Q2	$31K	Buy	+708	New	+$27.9K	﹤0.01%	327

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

Kings Point Capital Management's WPM Position: Q1 2022 in Review

Kings Point Capital Management held its Wheaton Precious Metals (WPM) position steady in Q1 2022 at 708 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Kings Point Capital Management first reported a position in WPM in Q2 2020 and has held it in 8 quarters since. The position peaked at $35K in Q3 2020. 519 funds tracked by Wall St. Rank hold WPM as of Q1 2022.

Kings Point Capital Management held 708 shares of Wheaton Precious Metals worth $34K as of Q1 2022.
Kings Point Capital Management left its Wheaton Precious Metals share count unchanged in Q1 2022.
Wheaton Precious Metals made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #402 holding.
Kings Point Capital Management first reported a position in Wheaton Precious Metals in Q2 2020 and has held it in 8 quarters since.
Kings Point Capital Management's Wheaton Precious Metals position peaked at $35K in Q3 2020.
519 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.