Mariner Independent Advisor Network’s Wheaton Precious Metals WPM Stock Holding History

Mariner Independent Advisor Network’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	-10,388	Closed	-$435K	–	537
2021 Q4	$435K	Sell	10,388 -2,593	-20%	-$107K	0.02%	404
2021 Q3	$488K	Buy	12,981 +2,171	+20%	+$94.7K	0.02%	403
2021 Q2	$476K	Sell	10,810 -8,889	-45%	-$395K	0.02%	419
2021 Q1	$753K	Buy	19,699 +4,175	+27%	+$166K	0.04%	332
2020 Q4	$648K	Buy	15,524 +5,129	+49%	+$229K	0.03%	331
2020 Q3	$510K	Sell	10,395 -1,906	-15%	-$97.2K	0.04%	264
2020 Q2	$535K	Sell	12,301 -1,611	-12%	-$63.4K	0.05%	257
2020 Q1	$382K	Buy	+13,912	New	+$401K	0.03%	302
2017 Q1	–	Sell	-13,455	Closed	-$260K	–	358
2016 Q4	$260K	Buy	+13,455	New	+$281K	0.04%	153

Other funds holding WPM

Capital World Investors

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

VanEck Associates

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

First Eagle Investment Management

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $299B AUM 28.69% 1-Year Est. Return