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 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

Mariner Independent Advisor Network's WPM Position: Q1 2022 in Review

Mariner Independent Advisor Network sold out of Wheaton Precious Metals (WPM) in Q1 2022, closing a stake of 10,388 shares — an estimated $435K sold.

Mariner Independent Advisor Network first reported a position in WPM in Q4 2016 and held it in 9 quarters. The position peaked at $753K in Q1 2021. 520 funds tracked by Wall St. Rank hold WPM as of Q1 2022.

Mariner Independent Advisor Network reported no remaining Wheaton Precious Metals position as of Q1 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 10,388 Wheaton Precious Metals shares in Q1 2022, an estimated $435K.
Mariner Independent Advisor Network first reported a position in Wheaton Precious Metals in Q4 2016 and held it in 9 quarters.
Mariner Independent Advisor Network's Wheaton Precious Metals position peaked at $753K in Q1 2021.
520 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2022, filed 10 May 2022.