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Advisor Group’s Wheaton Precious Metals WPM Stock Holding History

Advisor Group’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
2019
Q4 		$2.21M Buy
74,463
+90
+0.1% +$2.46K 0.02% 761
2019
Q3 		$1.95M Buy
74,373
+22,869
+44% +$615K 0.01% 775
2019
Q2 		$1.25M Buy
51,504
+5,958
+13% +$132K 0.01% 993
2019
Q1 		$1.08M Sell
45,546
-1,585
-3% -$33.7K 0.01% 1035
2018
Q4 		$920K Sell
47,131
-4,278
-8% -$73K 0.01% 985
2018
Q3 		$899K Sell
51,409
-8,793
-15% -$169K 0.01% 1061
2018
Q2 		$1.33M Buy
60,202
+3,763
+7% +$81K 0.02% 726
2018
Q1 		$1.15M Sell
56,439
-36,319
-39% -$746K 0.02% 792
2017
Q4 		$2.05M Sell
92,758
-70
-0.1% -$1.46K 0.03% 556
2017
Q3 		$1.77M Sell
92,828
-3,182
-3% -$62.6K 0.03% 549
2017
Q2 		$1.91M Sell
96,010
-1
-0% -$20 0.03% 499
2017
Q1 		$2M Buy
96,011
+317
+0.3% +$6.59K 0.04% 460
2016
Q4 		$1.85M Buy
95,694
+6,291
+7% +$131K 0.04% 450
2016
Q3 		$2.42M Buy
89,403
+10,567
+13% +$291K 0.06% 350
2016
Q2 		$1.85M Buy
+78,836
New +$1.52M 0.05% 403

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Advisor Group's WPM Position: Q4 2019 in Review

Advisor Group increased its Wheaton Precious Metals (WPM) stake by 0.12% in Q4 2019, buying an estimated $2.46K and bringing the position to 74,463 shares worth $2.21M. The position accounts for 0.02% of the portfolio, ranked #761.

Advisor Group first reported a position in WPM in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.42M in Q3 2016. 407 funds tracked by Wall St. Rank hold WPM as of Q4 2019.

  • Advisor Group held 74,463 shares of Wheaton Precious Metals worth $2.21M as of Q4 2019.
  • Advisor Group bought 90 Wheaton Precious Metals shares in Q4 2019, an estimated $2.46K.
  • Wheaton Precious Metals made up 0.02% of Advisor Group's portfolio in Q4 2019, its #761 holding.
  • Advisor Group first reported a position in Wheaton Precious Metals in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Wheaton Precious Metals position peaked at $2.42M in Q3 2016.
  • 407 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.