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Alera Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-103
Closed -$2K – 1019
2019
Q1 		$2K Hold
103
– – ﹤0.01% 870
2018
Q4 		$2K Buy
+103
New +$1.76K ﹤0.01% 804

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VanEck Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alera Investment Advisors's WPM Position: Q2 2019 in Review

Alera Investment Advisors sold out of Wheaton Precious Metals (WPM) in Q2 2019, closing a stake of 103 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in WPM in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 340 funds tracked by Wall St. Rank hold WPM as of Q2 2019.

  • Alera Investment Advisors reported no remaining Wheaton Precious Metals position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 103 Wheaton Precious Metals shares in Q2 2019, an estimated $2K.
  • Alera Investment Advisors first reported a position in Wheaton Precious Metals in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Wheaton Precious Metals position peaked at $2K in Q1 2019.
  • 340 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.