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AllSquare Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

AllSquare Wealth Management’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
2016
Q4 		– Sell
-130
Closed -$4K – 366
2016
Q3 		$4K Hold
130
– – ﹤0.01% 272
2016
Q2 		$3K Buy
+130
New +$2.51K ﹤0.01% 266

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CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

AllSquare Wealth Management's WPM Position: Q4 2016 in Review

AllSquare Wealth Management sold out of Wheaton Precious Metals (WPM) in Q4 2016, closing a stake of 130 shares — an estimated $4K sold.

AllSquare Wealth Management first reported a position in WPM in Q2 2016 and held it in 2 quarters. The position peaked at $4K in Q3 2016. 327 funds tracked by Wall St. Rank hold WPM as of Q4 2016.

  • AllSquare Wealth Management reported no remaining Wheaton Precious Metals position as of Q4 2016 after selling out during the quarter.
  • AllSquare Wealth Management sold 130 Wheaton Precious Metals shares in Q4 2016, an estimated $4K.
  • AllSquare Wealth Management first reported a position in Wheaton Precious Metals in Q2 2016 and held it in 2 quarters.
  • AllSquare Wealth Management's Wheaton Precious Metals position peaked at $4K in Q3 2016.
  • 327 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2016.

Based on AllSquare Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.