Windsor Creek Advisors’s Wheaton Precious Metals WPM Stock Holding History

Windsor Creek Advisors’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 Q4	–	Sell	-12,500	Closed	-$470K	–	131
2021 Q3	$470K	Sell	12,500 -2,500	-17%	-$109K	0.13%	104
2021 Q2	$661K	Buy	+15,000	New	+$667K	0.17%	121

Other funds holding WPM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Windsor Creek Advisors's WPM Position: Q4 2021 in Review

Windsor Creek Advisors sold out of Wheaton Precious Metals (WPM) in Q4 2021, closing a stake of 12,500 shares — an estimated $470K sold.

Windsor Creek Advisors first reported a position in WPM in Q2 2021 and held it in 2 quarters. The position peaked at $661K in Q2 2021. 497 funds tracked by Wall St. Rank hold WPM as of Q4 2021.

Windsor Creek Advisors reported no remaining Wheaton Precious Metals position as of Q4 2021 after selling out during the quarter.
Windsor Creek Advisors sold 12,500 Wheaton Precious Metals shares in Q4 2021, an estimated $470K.
Windsor Creek Advisors first reported a position in Wheaton Precious Metals in Q2 2021 and held it in 2 quarters.
Windsor Creek Advisors's Wheaton Precious Metals position peaked at $661K in Q2 2021.
497 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2021.

Based on Windsor Creek Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.