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Vaughan Nelson Investment Management’s Wheaton Precious Metals WPM Stock Holding History

Vaughan Nelson 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
2024
Q1 		– Sell
-3,568,501
Closed -$176M – 265
2023
Q4 		$176M Sell
3,568,501
-966,327
-21% -$43.7M 1.76% 14
2023
Q3 		$184M Sell
4,534,828
-481,775
-10% -$20.8M 2.08% 9
2023
Q2 		$217M Sell
5,016,603
-699,057
-12% -$33.2M 2.41% 6
2023
Q1 		$275M Buy
5,715,660
+135,493
+2% +$5.92M 3.4% 1
2022
Q4 		$218M Buy
5,580,167
+200,945
+4% +$7.26M 2.82% 4
2022
Q3 		$174M Buy
5,379,222
+747,231
+16% +$24.5M 2.52% 8
2022
Q2 		$167M Buy
4,631,991
+204,748
+5% +$8.89M 2.25% 13
2022
Q1 		$211M Buy
4,427,243
+491,719
+12% +$21.4M 2.39% 9
2021
Q4 		$169M Buy
3,935,524
+178,561
+5% +$7.35M 1.73% 17
2021
Q3 		$141M Buy
+3,756,963
New +$164M 1.43% 19
2021
Q1 		– Sell
-2,389,271
Closed -$99.7M – 188
2020
Q4 		$99.7M Buy
2,389,271
+268,023
+13% +$12M 1.17% 26
2020
Q3 		$104M Sell
2,121,248
-918,962
-30% -$46.8M 1.45% 16
2020
Q2 		$134M Buy
3,040,210
+467,940
+18% +$18.4M 1.92% 12
2020
Q1 		$70.8M Sell
2,572,270
-39,145
-1% -$1.13M 1.21% 22
2019
Q4 		$77.7M Buy
2,611,415
+579,040
+28% +$15.8M 0.97% 30
2019
Q3 		$53.3M Buy
+2,032,375
New +$54.7M 0.71% 43

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vaughan Nelson Investment Management's WPM Position: Q1 2024 in Review

Vaughan Nelson Investment Management sold out of Wheaton Precious Metals (WPM) in Q1 2024, closing a stake of 3,568,501 shares — an estimated $176M sold.

Vaughan Nelson Investment Management first reported a position in WPM in Q3 2019 and held it in 16 quarters. The position peaked at $275M in Q1 2023. 517 funds tracked by Wall St. Rank hold WPM as of Q1 2024.

  • Vaughan Nelson Investment Management reported no remaining Wheaton Precious Metals position as of Q1 2024 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 3,568,501 Wheaton Precious Metals shares in Q1 2024, an estimated $176M.
  • Vaughan Nelson Investment Management first reported a position in Wheaton Precious Metals in Q3 2019 and held it in 16 quarters.
  • Vaughan Nelson Investment Management's Wheaton Precious Metals position peaked at $275M in Q1 2023.
  • 517 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2024.

Based on Vaughan Nelson Investment Management's 13F filing for Q1 2024, filed 18 Apr 2024.