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1776 Wealth’s Wheaton Precious Metals WPM Stock Holding History

1776 Wealth’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
Q2 		– Sell
-500
Closed -$13K – 348
2020
Q1 		$13K Hold
500
– – 0.01% 258
2019
Q4 		$14K Buy
+500
New +$13.7K 0.01% 261

Other funds holding WPM

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1776 Wealth's WPM Position: Q2 2020 in Review

1776 Wealth sold out of Wheaton Precious Metals (WPM) in Q2 2020, closing a stake of 500 shares — an estimated $13K sold.

1776 Wealth first reported a position in WPM in Q4 2019 and held it in 2 quarters. The position peaked at $14K in Q4 2019. 423 funds tracked by Wall St. Rank hold WPM as of Q2 2020.

  • 1776 Wealth reported no remaining Wheaton Precious Metals position as of Q2 2020 after selling out during the quarter.
  • 1776 Wealth sold 500 Wheaton Precious Metals shares in Q2 2020, an estimated $13K.
  • 1776 Wealth first reported a position in Wheaton Precious Metals in Q4 2019 and held it in 2 quarters.
  • 1776 Wealth's Wheaton Precious Metals position peaked at $14K in Q4 2019.
  • 423 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2020.

Based on 1776 Wealth's 13F filing for Q2 2020, filed 4 Aug 2020.