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Sargent Bickham Lagudis’s Wheaton Precious Metals WPM Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$30.9K Sell
790
-990
-56% -$35.8K ﹤0.01% 519
2022
Q3 		$58K Buy
+1,780
New +$58.5K 0.01% 387

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Sargent Bickham Lagudis's WPM Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Wheaton Precious Metals (WPM) stake by 56% in Q4 2022, selling an estimated $35.8K and leaving 790 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Sargent Bickham Lagudis first reported a position in WPM in Q3 2022 and has held it in 2 quarters since. The position peaked at $58K in Q3 2022. 513 funds tracked by Wall St. Rank hold WPM as of Q4 2022.

  • Sargent Bickham Lagudis held 790 shares of Wheaton Precious Metals worth $30.9K as of Q4 2022.
  • Sargent Bickham Lagudis sold 990 Wheaton Precious Metals shares in Q4 2022, an estimated $35.8K.
  • Wheaton Precious Metals made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #519 holding.
  • Sargent Bickham Lagudis first reported a position in Wheaton Precious Metals in Q3 2022 and has held it in 2 quarters since.
  • Sargent Bickham Lagudis's Wheaton Precious Metals position peaked at $58K in Q3 2022.
  • 513 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.