Sentry Investment Management’s Wheaton Precious Metals WPM Stock Holding History

Sentry Investment Management’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	–	Sell	-17,734	Closed	-$666K	–	527
2021 Q3	$666K	Sell	17,734 -2,590	-13%	-$113K	0.19%	126
2021 Q2	$896K	Buy	20,324 +1,006	+5%	+$44.8K	0.23%	116
2021 Q1	$738K	Buy	+19,318	New	+$767K	0.2%	127
2020 Q1	–	Sell	-124,770	Closed	-$3.71M	–	485
2019 Q4	$3.71M	Hold	124,770	–	–	0.22%	121
2019 Q3	$3.27M	Sell	124,770 -16,338	-12%	-$440K	0.21%	127
2019 Q2	$3.41M	Hold	141,108	–	–	0.23%	119
2019 Q1	$3.36M	Sell	141,108 -18,730	-12%	-$398K	0.23%	110
2018 Q4	$3.12M	Sell	159,838 -4,254	-3%	-$72.5K	0.23%	111
2018 Q3	$2.87M	Buy	164,092 +25,136	+18%	+$482K	0.17%	148
2018 Q2	$3.06M	Sell	138,956 -14,582	-9%	-$314K	0.2%	134
2018 Q1	$3.13M	Sell	153,538 -14,734	-9%	-$303K	0.19%	137
2017 Q4	$3.72M	Buy	+168,272	New	+$3.51M	0.2%	132
2017 Q3	–	Sell	-120,906	Closed	-$2.4M	–	517
2017 Q2	$2.4M	Buy	120,906 +3,953	+3%	+$80.8K	0.09%	181
2017 Q1	$2.44M	Sell	116,953 -4,268	-4%	-$88.7K	0.1%	166
2016 Q4	$2.34M	Buy	121,221 +7,970	+7%	+$166K	0.1%	177
2016 Q3	$3.06M	Buy	113,251 +37,817	+50%	+$1.04M	0.13%	128
2016 Q2	$1.77M	Buy	75,434 +4,091	+6%	+$78.9K	0.08%	210
2016 Q1	$1.18M	Buy	71,343 +1,934	+3%	+$28K	0.05%	271
2015 Q4	$862K	Sell	69,409 -143,150	-67%	-$1.89M	0.04%	349
2015 Q3	$2.55M	Buy	212,559 +55,500	+35%	+$724K	0.13%	133
2015 Q2	$2.72M	Buy	157,059 +35,000	+29%	+$673K	0.13%	143
2015 Q1	$2.32M	Sell	122,059 -11,000	-8%	-$234K	0.11%	154
2014 Q4	$2.71M	Buy	133,059 +17,400	+15%	+$346K	0.13%	137
2014 Q3	$2.31M	Hold	115,659	–	–	0.12%	136
2014 Q2	$3.04M	Buy	115,659 +15,659	+16%	+$351K	0.16%	110
2014 Q1	$2.27M	Buy	100,000 +15,600	+18%	+$368K	0.12%	138
2013 Q4	$1.7M	Sell	84,400 -33,700	-29%	-$732K	0.09%	169
2013 Q3	$2.92M	Hold	118,100	–	–	0.17%	94
2013 Q2	$2.32M	Buy	+118,100	New	+$2.81M	0.13%	80

Other funds holding WPM

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Sentry Investment Management's WPM Position: Q4 2021 in Review

Sentry Investment Management sold out of Wheaton Precious Metals (WPM) in Q4 2021, closing a stake of 17,734 shares — an estimated $666K sold.

Sentry Investment Management first reported a position in WPM in Q2 2013 and held it in 29 quarters. The position peaked at $3.72M in Q4 2017. 497 funds tracked by Wall St. Rank hold WPM as of Q4 2021.

Sentry Investment Management reported no remaining Wheaton Precious Metals position as of Q4 2021 after selling out during the quarter.
Sentry Investment Management sold 17,734 Wheaton Precious Metals shares in Q4 2021, an estimated $666K.
Sentry Investment Management first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 29 quarters.
Sentry Investment Management's Wheaton Precious Metals position peaked at $3.72M in Q4 2017.
497 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2021.

Based on Sentry Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.