Syverson Strege & Co’s Wheaton Precious Metals WPM Stock Holding History

Syverson Strege & 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
2023 Q2	–	Sell	-247	Closed	-$11.9K	–	632
2023 Q1	$11.9K	Buy	247 +97	+65%	+$4.24K	0.01%	233
2022 Q4	$5.86K	Hold	150	–	–	﹤0.01%	214
2022 Q3	$5K	Hold	150	–	–	﹤0.01%	214
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	263
2022 Q1	$7K	Hold	150	–	–	0.01%	227
2021 Q4	$6K	Hold	150	–	–	﹤0.01%	230
2021 Q3	$6K	Buy	+150	New	+$6.54K	﹤0.01%	312

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Norges Bank Oslo, Norway $1T AUM

VNIM

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

Syverson Strege & Co's WPM Position: Q2 2023 in Review

Syverson Strege & Co sold out of Wheaton Precious Metals (WPM) in Q2 2023, closing a stake of 247 shares — an estimated $11.9K sold.

Syverson Strege & Co first reported a position in WPM in Q3 2021 and held it in 7 quarters. The position peaked at $11.9K in Q1 2023. 509 funds tracked by Wall St. Rank hold WPM as of Q2 2023.

Syverson Strege & Co reported no remaining Wheaton Precious Metals position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 247 Wheaton Precious Metals shares in Q2 2023, an estimated $11.9K.
Syverson Strege & Co first reported a position in Wheaton Precious Metals in Q3 2021 and held it in 7 quarters.
Syverson Strege & Co's Wheaton Precious Metals position peaked at $11.9K in Q1 2023.
509 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.