Archford Capital Strategies’s Wheaton Precious Metals WPM Stock Holding History

Archford Capital Strategies’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	-500	Closed	-$12K	–	524
2019 Q2	$12K	Buy	+500	New	+$11.1K	﹤0.01%	393
2015 Q4	–	Sell	-1,613	Closed	-$19K	–	858
2015 Q3	$19K	Buy	1,613 +449	+39%	+$5.86K	0.01%	279
2015 Q2	$20K	Buy	+1,164	New	+$22.4K	0.01%	274

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

Archford Capital Strategies's WPM Position: Q3 2019 in Review

Archford Capital Strategies sold out of Wheaton Precious Metals (WPM) in Q3 2019, closing a stake of 500 shares — an estimated $12K sold.

Archford Capital Strategies first reported a position in WPM in Q2 2015 and held it in 3 quarters. The position peaked at $20K in Q2 2015. 379 funds tracked by Wall St. Rank hold WPM as of Q3 2019.

Archford Capital Strategies reported no remaining Wheaton Precious Metals position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 500 Wheaton Precious Metals shares in Q3 2019, an estimated $12K.
Archford Capital Strategies first reported a position in Wheaton Precious Metals in Q2 2015 and held it in 3 quarters.
Archford Capital Strategies's Wheaton Precious Metals position peaked at $20K in Q2 2015.
379 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.