Winslow Evans & Crocker’s Wheaton Precious Metals WPM Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	–	Sell	-200	Closed	-$10K	–	1362
2020 Q3	$10K	Buy	+200	New	+$10.2K	﹤0.01%	761
2017 Q2	–	Sell	-4,000	Closed	-$83.4K	–	1295
2017 Q1	$83.4K	Hold	4,000	–	–	0.03%	444
2016 Q4	$77.3K	Hold	4,000	–	–	0.02%	444
2016 Q3	$108K	Hold	4,000	–	–	0.03%	392
2016 Q2	$94.1K	Hold	4,000	–	–	0.03%	395
2016 Q1	$66.3K	Hold	4,000	–	–	0.02%	444
2015 Q4	$49.7K	Hold	4,000	–	–	0.01%	534
2015 Q3	$48K	Hold	4,000	–	–	0.02%	522
2015 Q2	$69.4K	Hold	4,000	–	–	0.02%	491
2015 Q1	$76.1K	Hold	4,000	–	–	0.02%	471
2014 Q4	$81.3K	Hold	4,000	–	–	0.02%	455
2014 Q3	$79.7K	Hold	4,000	–	–	0.02%	468
2014 Q2	$105K	Hold	4,000	–	–	0.03%	351
2014 Q1	$90.8K	Hold	4,000	–	–	0.03%	366
2013 Q4	$81K	Buy	+4,000	New	+$86.9K	0.03%	424

Other funds holding WPM

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

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

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

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Winslow Evans & Crocker's WPM Position: Q4 2020 in Review

Winslow Evans & Crocker sold out of Wheaton Precious Metals (WPM) in Q4 2020, closing a stake of 200 shares — an estimated $10K sold.

Winslow Evans & Crocker first reported a position in WPM in Q4 2013 and held it in 15 quarters. The position peaked at $108K in Q3 2016. 468 funds tracked by Wall St. Rank hold WPM as of Q4 2020.

Winslow Evans & Crocker reported no remaining Wheaton Precious Metals position as of Q4 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 200 Wheaton Precious Metals shares in Q4 2020, an estimated $10K.
Winslow Evans & Crocker first reported a position in Wheaton Precious Metals in Q4 2013 and held it in 15 quarters.
Winslow Evans & Crocker's Wheaton Precious Metals position peaked at $108K in Q3 2016.
468 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.