Atlas Private Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-1,306	Closed	-$50K	–	385
2021 Q1	$50K	Buy	1,306 +106	+9%	+$4.21K	0.03%	183
2020 Q4	$50K	Hold	1,200	–	–	0.04%	191
2020 Q3	$59K	Hold	1,200	–	–	0.05%	175
2020 Q2	$53K	Hold	1,200	–	–	0.04%	194
2020 Q1	$33K	Hold	1,200	–	–	0.03%	207
2019 Q4	$36K	Buy	+1,200	New	+$32.8K	0.03%	226

Other funds holding WPM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atlas Private Wealth Management's WPM Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Wheaton Precious Metals (WPM) in Q2 2021, closing a stake of 1,306 shares — an estimated $50K sold.

Atlas Private Wealth Management first reported a position in WPM in Q4 2019 and held it in 6 quarters. The position peaked at $59K in Q3 2020. 473 funds tracked by Wall St. Rank hold WPM as of Q2 2021.

Atlas Private Wealth Management reported no remaining Wheaton Precious Metals position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 1,306 Wheaton Precious Metals shares in Q2 2021, an estimated $50K.
Atlas Private Wealth Management first reported a position in Wheaton Precious Metals in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Wheaton Precious Metals position peaked at $59K in Q3 2020.
473 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.