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

Sonora 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
Q3 		$2.05M Buy
54,552
+14,175
+35% +$618K 0.26% 82
2021
Q2 		$1.78M Buy
40,377
+28,522
+241% +$1.27M 0.23% 85
2021
Q1 		$453K Buy
11,855
+3,000
+34% +$119K 0.04% 223
2020
Q4 		$370K Buy
8,855
+2,600
+42% +$116K 0.03% 234
2020
Q3 		$307K Buy
6,255
+1,450
+30% +$73.9K 0.03% 234
2020
Q2 		$212K Hold
4,805
– – 0.02% 239
2020
Q1 		$132K Sell
4,805
-200
-4% -$5.77K 0.02% 268
2019
Q4 		$149K Sell
5,005
-300
-6% -$8.2K 0.01% 283
2019
Q3 		$139K Buy
5,305
+500
+10% +$13.5K 0.01% 283
2019
Q2 		$116K Sell
4,805
-300
-6% -$6.66K 0.01% 313
2019
Q1 		$122K Sell
5,105
-100
-2% -$2.13K 0.01% 290
2018
Q4 		$102K Sell
5,205
-500
-9% -$8.53K 0.01% 295
2018
Q3 		$100K Hold
5,705
– – 0.01% 291
2018
Q2 		$126K Hold
5,705
– – 0.02% 247
2018
Q1 		$116K Sell
5,705
-1,000
-15% -$20.5K 0.02% 248
2017
Q4 		$148K Sell
6,705
-702
-9% -$14.6K 0.02% 224
2017
Q3 		$141K Sell
7,407
-2,500
-25% -$49.2K 0.02% 220
2017
Q2 		$197K Buy
9,907
+3,400
+52% +$69.5K 0.04% 190
2017
Q1 		$136K Hold
6,507
– – 0.03% 210
2016
Q4 		$126K Hold
6,507
– – 0.03% 200
2016
Q3 		$176K Sell
6,507
-144
-2% -$3.96K 0.04% 176
2016
Q2 		$156K Hold
6,651
– – 0.04% 165
2016
Q1 		$122K Sell
6,651
-500
-7% -$7.24K 0.03% 187
2015
Q4 		$89K Hold
7,151
– – 0.02% 171
2015
Q3 		$82K Buy
+7,151
New +$93.3K 0.02% 165

Other funds holding WPM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $672B AUM 33.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sonora Investment Management's WPM Position: Q3 2021 in Review

Sonora Investment Management increased its Wheaton Precious Metals (WPM) stake by 35% in Q3 2021, buying an estimated $618K and bringing the position to 54,552 shares worth $2.05M. The position accounts for 0.26% of the portfolio, ranked #82.

Sonora Investment Management first reported a position in WPM in Q3 2015 and has held it in 25 quarters since. 471 funds tracked by Wall St. Rank hold WPM as of Q3 2021.

  • Sonora Investment Management held 54,552 shares of Wheaton Precious Metals worth $2.05M as of Q3 2021.
  • Sonora Investment Management bought 14,175 Wheaton Precious Metals shares in Q3 2021, an estimated $618K.
  • Wheaton Precious Metals made up 0.26% of Sonora Investment Management's portfolio in Q3 2021, its #82 holding.
  • Sonora Investment Management first reported a position in Wheaton Precious Metals in Q3 2015 and has held it in 25 quarters since.
  • 471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.