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Next Financial Group’s Wheaton Precious Metals WPM Stock Holding History

Next Financial 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
2021
Q4 		$57K Hold
1,320
– – ﹤0.01% 1420
2021
Q3 		$50K Buy
1,320
+220
+20% +$9.59K ﹤0.01% 1409
2021
Q2 		$48K Hold
1,100
– – ﹤0.01% 1401
2021
Q1 		$42K Buy
1,100
+200
+22% +$7.94K ﹤0.01% 1350
2020
Q4 		$38K Hold
900
– – ﹤0.01% 1293
2020
Q3 		$44K Buy
+900
New +$45.9K ﹤0.01% 1142
2020
Q2 		– Sell
-900
Closed -$24K – 1895
2020
Q1 		$24K Sell
900
-1,370
-60% -$39.5K ﹤0.01% 1214
2019
Q4 		$68K Buy
2,270
+4
+0.2% +$109 0.01% 1083
2019
Q3 		$59K Buy
2,266
+3
+0.1% +$81 0.01% 1099
2019
Q2 		$55K Buy
2,263
+908
+67% +$20.1K 0.01% 1133
2019
Q1 		$32K Sell
1,355
-900
-40% -$19.1K 0.01% 848
2018
Q4 		$44K Buy
2,255
+905
+67% +$15.4K 0.01% 843
2018
Q3 		$24K Buy
+1,350
New +$25.9K 0.01% 735
2017
Q4 		– Sell
-465
Closed -$9K – 1427
2017
Q3 		$9K Sell
465
-800
-63% -$15.7K ﹤0.01% 1267
2017
Q2 		$25K Hold
1,265
– – 0.01% 1001
2017
Q1 		$25K Sell
1,265
-3,981
-76% -$82.8K 0.01% 967
2016
Q4 		$101K Buy
5,246
+23
+0.4% +$480 0.02% 674
2016
Q3 		$141K Buy
5,223
+1,139
+28% +$31.3K 0.03% 563
2016
Q2 		$96K Sell
4,084
-1,096
-21% -$21.1K 0.03% 464
2016
Q1 		$85K Sell
5,180
-200
-4% -$2.9K 0.03% 469
2015
Q4 		$66K Sell
5,380
-238
-4% -$3.14K 0.02% 547
2015
Q3 		$67K Buy
5,618
+310
+6% +$4.04K 0.02% 546
2015
Q2 		$92K Sell
5,308
-86
-2% -$1.65K 0.03% 491
2015
Q1 		$102K Sell
5,394
-650
-11% -$13.8K 0.03% 466
2014
Q4 		$123K Sell
6,044
-12,687
-68% -$252K 0.04% 397
2014
Q3 		$373K Buy
+18,731
New +$466K 0.07% 302

Other funds holding WPM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
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 $570B AUM 27.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Next Financial Group's WPM Position: Q4 2021 in Review

Next Financial Group held its Wheaton Precious Metals (WPM) position steady in Q4 2021 at 1,320 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Next Financial Group first reported a position in WPM in Q3 2014 and has held it in 26 quarters since. The position peaked at $373K in Q3 2014. 497 funds tracked by Wall St. Rank hold WPM as of Q4 2021.

  • Next Financial Group held 1,320 shares of Wheaton Precious Metals worth $57K as of Q4 2021.
  • Next Financial Group left its Wheaton Precious Metals share count unchanged in Q4 2021.
  • Wheaton Precious Metals made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1420 holding.
  • Next Financial Group first reported a position in Wheaton Precious Metals in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's Wheaton Precious Metals position peaked at $373K in Q3 2014.
  • 497 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.