Avestar Capital’s Wheaton Precious Metals WPM Stock Holding History

Avestar Capital’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	-810	Closed	-$18K	–	849
2019 Q2	$18K	Hold	810	–	–	0.01%	411
2019 Q1	$17K	Hold	810	–	–	0.01%	398
2018 Q4	$15K	Buy	810 +76	+10%	+$1.3K	0.01%	380
2018 Q3	$12K	Sell	734 -43	-6%	-$825	0.01%	444
2018 Q2	$15K	Buy	777 +81	+12%	+$1.74K	0.01%	399
2018 Q1	$14K	Buy	696 +27	+4%	+$555	0.01%	381
2017 Q4	$14K	Buy	+669	New	+$13.9K	0.01%	397

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

Avestar Capital's WPM Position: Q3 2019 in Review

Avestar Capital sold out of Wheaton Precious Metals (WPM) in Q3 2019, closing a stake of 810 shares — an estimated $18K sold.

Avestar Capital first reported a position in WPM in Q4 2017 and held it in 7 quarters. The position peaked at $18K in Q2 2019. 379 funds tracked by Wall St. Rank hold WPM as of Q3 2019.

Avestar Capital reported no remaining Wheaton Precious Metals position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 810 Wheaton Precious Metals shares in Q3 2019, an estimated $18K.
Avestar Capital first reported a position in Wheaton Precious Metals in Q4 2017 and held it in 7 quarters.
Avestar Capital's Wheaton Precious Metals position peaked at $18K in Q2 2019.
379 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.