180 Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

180 Wealth 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 Q3	–	Sell	-7,566	Closed	-$323K	–	403
2021 Q2	$323K	Buy	7,566 +1,636	+28%	+$72.8K	0.07%	258
2021 Q1	$280K	Buy	+5,930	New	+$235K	0.07%	273

Other funds holding WPM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

180 Wealth Advisors's WPM Position: Q3 2021 in Review

180 Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q3 2021, closing a stake of 7,566 shares — an estimated $323K sold.

180 Wealth Advisors first reported a position in WPM in Q1 2021 and held it in 2 quarters. The position peaked at $323K in Q2 2021. 471 funds tracked by Wall St. Rank hold WPM as of Q3 2021.

180 Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q3 2021 after selling out during the quarter.
180 Wealth Advisors sold 7,566 Wheaton Precious Metals shares in Q3 2021, an estimated $323K.
180 Wealth Advisors first reported a position in Wheaton Precious Metals in Q1 2021 and held it in 2 quarters.
180 Wealth Advisors's Wheaton Precious Metals position peaked at $323K in Q2 2021.
471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2021.

Based on 180 Wealth Advisors's 13F filing for Q3 2021, filed 28 Oct 2021.