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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

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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return