Shepherd Kaplan Krochuk’s Wheaton Precious Metals WPM Stock Holding History

Shepherd Kaplan Krochuk’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	–	Sell	-12,600	Closed	-$408K	–	140
2022 Q3	$408K	Hold	12,600	–	–	0.2%	80
2022 Q2	$454K	Hold	12,600	–	–	0.2%	93
2022 Q1	$600K	Hold	12,600	–	–	0.23%	79
2021 Q4	$541K	Hold	12,600	–	–	0.19%	93
2021 Q3	$474K	Sell	12,600 -400	-3%	-$17.4K	0.17%	101
2021 Q2	$573K	Sell	13,000 -1,000	-7%	-$44.5K	0.2%	84
2021 Q1	$535K	Sell	14,000 -1,000	-7%	-$39.7K	0.21%	84
2020 Q4	$626K	Sell	15,000 -3,000	-17%	-$134K	0.23%	71
2020 Q3	$883K	Hold	18,000	–	–	0.37%	44
2020 Q2	$793K	Hold	18,000	–	–	0.35%	48
2020 Q1	$496K	Sell	18,000 -2,000	-10%	-$57.7K	0.8%	36
2019 Q4	$595K	Hold	20,000	–	–	0.45%	66
2019 Q3	$525K	Hold	20,000	–	–	0.38%	79
2019 Q2	$484K	Hold	20,000	–	–	0.34%	83
2019 Q1	$476K	Hold	20,000	–	–	0.3%	92
2018 Q4	$391K	Sell	20,000 -2,350	-11%	-$40.1K	0.27%	102
2018 Q3	$391K	Hold	22,350	–	–	0.2%	131
2018 Q2	$493K	Hold	22,350	–	–	0.3%	102
2018 Q1	$455K	Buy	22,350 +3,400	+18%	+$69.8K	0.28%	110
2017 Q4	$419K	Hold	18,950	–	–	0.26%	110
2017 Q3	$362K	Hold	18,950	–	–	0.3%	98
2017 Q2	$377K	Buy	18,950 +400	+2%	+$8.18K	0.22%	103
2017 Q1	$387K	Buy	18,550 +3,400	+22%	+$70.7K	0.2%	100
2016 Q4	$293K	Sell	15,150 -3,531	-19%	-$73.6K	0.08%	133
2016 Q3	$505K	Hold	18,681	–	–	0.11%	138
2016 Q2	$440K	Sell	18,681 -805	-4%	-$15.5K	0.11%	127
2016 Q1	$323K	Buy	19,486 +3,486	+22%	+$50.5K	0.1%	155
2015 Q4	$199K	Sell	16,000 -8,654	-35%	-$114K	0.05%	289
2015 Q3	$296K	Sell	24,654 -29,800	-55%	-$389K	0.08%	184
2015 Q2	$944K	Buy	54,454 +14,018	+35%	+$269K	0.18%	93
2015 Q1	$769K	Buy	40,436 +4,340	+12%	+$92.3K	0.14%	126
2014 Q4	$734K	Sell	36,096 -16,000	-31%	-$318K	0.12%	159
2014 Q3	$1.04M	Buy	52,096 +1,160	+2%	+$28.9K	0.13%	129
2014 Q2	$1.34M	Hold	50,936	–	–	0.14%	114
2014 Q1	$1.16M	Buy	50,936 +2,553	+5%	+$60.2K	0.13%	126
2013 Q4	$977K	Buy	48,383 +20,000	+70%	+$434K	0.12%	142
2013 Q3	$703K	Sell	28,383 -14,764	-34%	-$351K	0.11%	159
2013 Q2	$849K	Buy	+43,147	New	+$1.03M	0.17%	130

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Shepherd Kaplan Krochuk's WPM Position: Q4 2022 in Review

Shepherd Kaplan Krochuk sold out of Wheaton Precious Metals (WPM) in Q4 2022, closing a stake of 12,600 shares — an estimated $408K sold.

Shepherd Kaplan Krochuk first reported a position in WPM in Q2 2013 and held it in 38 quarters. The position peaked at $1.34M in Q2 2014. 513 funds tracked by Wall St. Rank hold WPM as of Q4 2022.

Shepherd Kaplan Krochuk reported no remaining Wheaton Precious Metals position as of Q4 2022 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 12,600 Wheaton Precious Metals shares in Q4 2022, an estimated $408K.
Shepherd Kaplan Krochuk first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 38 quarters.
Shepherd Kaplan Krochuk's Wheaton Precious Metals position peaked at $1.34M in Q2 2014.
513 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2022, filed 14 Feb 2023.