Summit Global Investments’s Wheaton Precious Metals WPM Stock Holding History

Summit Global Investments’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 Q2	–	Sell	-24,008	Closed	-$1.16M	–	632
2023 Q1	$1.16M	Sell	24,008 -2	-0%	-$87	0.09%	216
2022 Q4	$938K	Buy	24,010 +15,969	+199%	+$577K	0.08%	203
2022 Q3	$260K	Buy	+8,041	New	+$264K	0.02%	415

Other funds holding WPM

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Summit Global Investments's WPM Position: Q2 2023 in Review

Summit Global Investments sold out of Wheaton Precious Metals (WPM) in Q2 2023, closing a stake of 24,008 shares — an estimated $1.16M sold.

Summit Global Investments first reported a position in WPM in Q3 2022 and held it in 3 quarters. The position peaked at $1.16M in Q1 2023. 508 funds tracked by Wall St. Rank hold WPM as of Q2 2023.

Summit Global Investments reported no remaining Wheaton Precious Metals position as of Q2 2023 after selling out during the quarter.
Summit Global Investments sold 24,008 Wheaton Precious Metals shares in Q2 2023, an estimated $1.16M.
Summit Global Investments first reported a position in Wheaton Precious Metals in Q3 2022 and held it in 3 quarters.
Summit Global Investments's Wheaton Precious Metals position peaked at $1.16M in Q1 2023.
508 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.