WQ
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Wealth Quarterback’s Wheaton Precious Metals WPM Stock Holding History

Wealth Quarterback’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
2021
Q3 		$17K Buy
436
+2
+0.5% +$87 0.01% 386
2021
Q2 		$20K Buy
+434
New +$19.3K 0.01% 358
2020
Q2 		– Sell
-428
Closed -$11.8K – 793
2020
Q1 		$11.8K Hold
428
– – 0.01% 435
2019
Q4 		$12.7K Buy
+428
New +$11.7K 0.01% 467

Other funds holding WPM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealth Quarterback's WPM Position: Q3 2021 in Review

Wealth Quarterback increased its Wheaton Precious Metals (WPM) stake by 0.46% in Q3 2021, buying an estimated $87 and bringing the position to 436 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #386.

Wealth Quarterback first reported a position in WPM in Q4 2019 and has held it in 4 quarters since. The position peaked at $20K in Q2 2021. 471 funds tracked by Wall St. Rank hold WPM as of Q3 2021.

  • Wealth Quarterback held 436 shares of Wheaton Precious Metals worth $17K as of Q3 2021.
  • Wealth Quarterback bought 2 Wheaton Precious Metals shares in Q3 2021, an estimated $87.
  • Wheaton Precious Metals made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #386 holding.
  • Wealth Quarterback first reported a position in Wheaton Precious Metals in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Wheaton Precious Metals position peaked at $20K in Q2 2021.
  • 471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.