Tevis Investment Management’s Wheaton Precious Metals WPM Stock Holding History

Tevis Investment Management’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 Q4	–	Sell	-300	Closed	-$10K	–	197
2022 Q3	$10K	Hold	300	–	–	0.01%	372
2022 Q2	$11K	Hold	300	–	–	0.01%	358
2022 Q1	$14K	Hold	300	–	–	0.01%	346
2021 Q4	$13K	Buy	+300	New	+$12.4K	0.01%	394

Other funds holding WPM

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 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

Norges Bank Oslo, Norway $1T AUM

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

Tevis Investment Management's WPM Position: Q4 2022 in Review

Tevis Investment Management sold out of Wheaton Precious Metals (WPM) in Q4 2022, closing a stake of 300 shares — an estimated $10K sold.

Tevis Investment Management first reported a position in WPM in Q4 2021 and held it in 4 quarters. The position peaked at $14K in Q1 2022. 513 funds tracked by Wall St. Rank hold WPM as of Q4 2022.

Tevis Investment Management reported no remaining Wheaton Precious Metals position as of Q4 2022 after selling out during the quarter.
Tevis Investment Management sold 300 Wheaton Precious Metals shares in Q4 2022, an estimated $10K.
Tevis Investment Management first reported a position in Wheaton Precious Metals in Q4 2021 and held it in 4 quarters.
Tevis Investment Management's Wheaton Precious Metals position peaked at $14K in Q1 2022.
513 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.