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
2020 Q4	–	Sell	-2,500	Closed	-$123K	–	201
2020 Q3	$123K	Sell	2,500 -1,500	-38%	-$76.5K	0.05%	168
2020 Q2	$176K	Hold	4,000	–	–	0.08%	160
2020 Q1	$110K	Sell	4,000 -16,000	-80%	-$462K	0.18%	110
2019 Q4	$595K	Sell	20,000 -4,600	-19%	-$126K	0.45%	65
2019 Q3	$646K	Sell	24,600 -3,600	-13%	-$96.9K	0.47%	59
2019 Q2	$682K	Hold	28,200	–	–	0.48%	59
2019 Q1	$672K	Hold	28,200	–	–	0.42%	68
2018 Q4	$551K	Sell	28,200 -2,000	-7%	-$34.1K	0.38%	73
2018 Q3	$529K	Buy	+30,200	New	+$579K	0.27%	92
2018 Q1	–	Sell	-3,400	Closed	-$75K	–	279
2017 Q4	$75K	Hold	3,400	–	–	0.05%	221
2017 Q3	$65K	Hold	3,400	–	–	0.05%	198
2017 Q2	$68K	Buy	+3,400	New	+$69.5K	0.04%	216
2017 Q1	–	Sell	-3,400	Closed	-$66K	–	289
2016 Q4	$66K	Sell	3,400 -600	-15%	-$12.5K	0.02%	248
2016 Q3	$108K	Hold	4,000	–	–	0.02%	324
2016 Q2	$94K	Hold	4,000	–	–	0.02%	316
2016 Q1	$66K	Buy	+4,000	New	+$57.9K	0.02%	270
2015 Q4	–	Sell	-1,600	Closed	-$19K	–	428
2015 Q3	$19K	Sell	1,600 -400	-20%	-$5.22K	0.01%	382
2015 Q2	$35K	Hold	2,000	–	–	0.01%	426
2015 Q1	$38K	Hold	2,000	–	–	0.01%	389
2014 Q4	$41K	Buy	+2,000	New	+$39.8K	0.01%	447

Other funds holding WPM

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

VanEck Associates New York $133B AUM 72.99% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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. 514 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.
514 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.