Steward Financial Group’s Wheaton Precious Metals WPM Stock Holding History

Steward Financial Group’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 Q3	–	Sell	-13	Closed	–	–	1335
2022 Q2	$0	Buy	+13	New	+$564	﹤0.01%	1414

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Steward Financial Group's WPM Position: Q3 2022 in Review

Steward Financial Group sold out of Wheaton Precious Metals (WPM) in Q3 2022, closing a stake of 13 shares.

Steward Financial Group first reported a position in WPM in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 462 funds tracked by Wall St. Rank hold WPM as of Q3 2022.

Steward Financial Group reported no remaining Wheaton Precious Metals position as of Q3 2022 after selling out during the quarter.
Steward Financial Group sold 13 Wheaton Precious Metals shares in Q3 2022.
Steward Financial Group first reported a position in Wheaton Precious Metals in Q2 2022 and held it in 1 quarter.
Steward Financial Group's Wheaton Precious Metals position peaked at $0 in Q2 2022.
462 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2022.

Based on Steward Financial Group's 13F filing for Q3 2022, filed 7 Nov 2022.