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Steph & Co’s Wheaton Precious Metals WPM Stock Holding History

Steph & Co’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
Q2 		– Sell
-900
Closed -$43K – 294
2022
Q1 		$43K Hold
900
– – 0.03% 195
2021
Q4 		$39K Hold
900
– – 0.02% 221
2021
Q3 		$34K Buy
+900
New +$39.2K 0.02% 194

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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 $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Steph & Co's WPM Position: Q2 2022 in Review

Steph & Co sold out of Wheaton Precious Metals (WPM) in Q2 2022, closing a stake of 900 shares — an estimated $43K sold.

Steph & Co first reported a position in WPM in Q3 2021 and held it in 3 quarters. The position peaked at $43K in Q1 2022. 494 funds tracked by Wall St. Rank hold WPM as of Q2 2022.

  • Steph & Co reported no remaining Wheaton Precious Metals position as of Q2 2022 after selling out during the quarter.
  • Steph & Co sold 900 Wheaton Precious Metals shares in Q2 2022, an estimated $43K.
  • Steph & Co first reported a position in Wheaton Precious Metals in Q3 2021 and held it in 3 quarters.
  • Steph & Co's Wheaton Precious Metals position peaked at $43K in Q1 2022.
  • 494 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2022.

Based on Steph & Co's 13F filing for Q2 2022, filed 13 Jul 2022.