Lloyd Advisory Services’s Wheaton Precious Metals WPM Stock Holding History

Lloyd Advisory Services’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	-97	Closed	-$4K	–	663
2021 Q4	$4K	Buy	+97	New	+$3.99K	﹤0.01%	362

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Lloyd Advisory Services's WPM Position: Q1 2022 in Review

Lloyd Advisory Services sold out of Wheaton Precious Metals (WPM) in Q1 2022, closing a stake of 97 shares — an estimated $4K sold.

Lloyd Advisory Services first reported a position in WPM in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 520 funds tracked by Wall St. Rank hold WPM as of Q1 2022.

Lloyd Advisory Services reported no remaining Wheaton Precious Metals position as of Q1 2022 after selling out during the quarter.
Lloyd Advisory Services sold 97 Wheaton Precious Metals shares in Q1 2022, an estimated $4K.
Lloyd Advisory Services first reported a position in Wheaton Precious Metals in Q4 2021 and held it in 1 quarter.
Lloyd Advisory Services's Wheaton Precious Metals position peaked at $4K in Q4 2021.
520 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2022.

Based on Lloyd Advisory Services's 13F filing for Q1 2022, filed 2 May 2022.