Alpha Omega Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Alpha Omega 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
2019 Q3	–	Sell	-125	Closed	-$3K	–	555
2019 Q2	$3K	Sell	125 -375	-75%	-$8.32K	﹤0.01%	543
2019 Q1	$12K	Hold	500	–	–	0.01%	410
2018 Q4	$10K	Hold	500	–	–	0.01%	370
2018 Q3	$9K	Hold	500	–	–	﹤0.01%	388
2018 Q2	$11K	Hold	500	–	–	0.01%	374
2018 Q1	$10K	Hold	500	–	–	0.01%	348
2017 Q4	$11K	Sell	500 -100	-17%	-$2.08K	0.01%	340
2017 Q3	$11K	Hold	600	–	–	0.01%	345
2017 Q2	$12K	Buy	600 +100	+20%	+$2.04K	0.01%	332
2017 Q1	$10K	Hold	500	–	–	0.01%	348
2016 Q4	$10K	Buy	+500	New	+$10.4K	0.01%	344

Other funds holding WPM

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

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

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Alpha Omega Wealth Management's WPM Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of Wheaton Precious Metals (WPM) in Q3 2019, closing a stake of 125 shares — an estimated $3K sold.

Alpha Omega Wealth Management first reported a position in WPM in Q4 2016 and held it in 11 quarters. The position peaked at $12K in Q1 2019. 379 funds tracked by Wall St. Rank hold WPM as of Q3 2019.

Alpha Omega Wealth Management reported no remaining Wheaton Precious Metals position as of Q3 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 125 Wheaton Precious Metals shares in Q3 2019, an estimated $3K.
Alpha Omega Wealth Management first reported a position in Wheaton Precious Metals in Q4 2016 and held it in 11 quarters.
Alpha Omega Wealth Management's Wheaton Precious Metals position peaked at $12K in Q1 2019.
379 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.