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Stonegate Investment Group’s Wheaton Precious Metals WPM Stock Holding History

Stonegate Investment 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
2023
Q1 		– Sell
-9,459
Closed -$370K – 358
2022
Q4 		$370K Sell
9,459
-1,029
-10% -$37.2K 0.02% 227
2022
Q3 		$339K Sell
10,488
-1,701
-14% -$55.9K 0.02% 213
2022
Q2 		$439K Buy
12,189
+2,489
+26% +$108K 0.02% 196
2022
Q1 		$462K Buy
9,700
+384
+4% +$16.7K 0.02% 178
2021
Q4 		$400K Buy
+9,316
New +$384K 0.02% 192

Other funds holding WPM

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 $60.8B AUM 26.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Stonegate Investment Group's WPM Position: Q1 2023 in Review

Stonegate Investment Group sold out of Wheaton Precious Metals (WPM) in Q1 2023, closing a stake of 9,459 shares — an estimated $370K sold.

Stonegate Investment Group first reported a position in WPM in Q4 2021 and held it in 5 quarters. The position peaked at $462K in Q1 2022. 505 funds tracked by Wall St. Rank hold WPM as of Q1 2023.

  • Stonegate Investment Group reported no remaining Wheaton Precious Metals position as of Q1 2023 after selling out during the quarter.
  • Stonegate Investment Group sold 9,459 Wheaton Precious Metals shares in Q1 2023, an estimated $370K.
  • Stonegate Investment Group first reported a position in Wheaton Precious Metals in Q4 2021 and held it in 5 quarters.
  • Stonegate Investment Group's Wheaton Precious Metals position peaked at $462K in Q1 2022.
  • 505 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2023.

Based on Stonegate Investment Group's 13F filing for Q1 2023, filed 20 Apr 2023.