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Paloma Partners’s Wheaton Precious Metals WPM Stock Holding History

Paloma Partners’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
2020
Q1 		– Sell
-8,700
Closed -$259K – 2160
2019
Q4 		$259K Buy
+8,700
New +$238K ﹤0.01% 1843
2017
Q4 		– Sell
-96,100
Closed -$1.83M – 2344
2017
Q3 		$1.83M Buy
96,100
+27,100
+39% +$533K 0.03% 806
2017
Q2 		$1.37M Buy
+69,000
New +$1.41M 0.02% 1009

Other funds holding WPM

VanEck Associates
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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Paloma Partners's WPM Position: Q2 2021 in Review

Paloma Partners sold out of Wheaton Precious Metals (WPM) in Q2 2021, closing a stake of 18,634 shares — an estimated $712K sold.

Paloma Partners first reported a position in WPM in Q3 2013 and held it in 17 quarters. The position peaked at $3.81M in Q3 2013. 472 funds tracked by Wall St. Rank hold WPM as of Q2 2021.

  • Paloma Partners reported no remaining Wheaton Precious Metals position as of Q2 2021 after selling out during the quarter.
  • Paloma Partners sold 18,634 Wheaton Precious Metals shares in Q2 2021, an estimated $712K.
  • Paloma Partners first reported a position in Wheaton Precious Metals in Q3 2013 and held it in 17 quarters.
  • Paloma Partners's Wheaton Precious Metals position peaked at $3.81M in Q3 2013.
  • 472 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2021.

Based on Paloma Partners's 13F filing for Q2 2021, filed 16 Aug 2021.