Baldwin Wealth Partners’s Wheaton Precious Metals WPM Stock Holding History

Baldwin Wealth Partners’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
2018 Q4	–	Sell	-13	Closed	–	–	543
2018 Q3	$0	Hold	13	–	–	﹤0.01%	542
2018 Q2	$0	Hold	13	–	–	﹤0.01%	525
2018 Q1	$0	Hold	13	–	–	﹤0.01%	518
2017 Q4	$0	Hold	13	–	–	﹤0.01%	506
2017 Q3	$0	Hold	13	–	–	﹤0.01%	504
2017 Q2	$0	Hold	13	–	–	﹤0.01%	507
2017 Q1	$0	Hold	13	–	–	﹤0.01%	545
2016 Q4	$0	Hold	13	–	–	﹤0.01%	536
2016 Q3	$0	Buy	+13	New	+$358	﹤0.01%	571

Other funds holding WPM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Baldwin Wealth Partners's WPM Position: Q4 2018 in Review

Baldwin Wealth Partners sold out of Wheaton Precious Metals (WPM) in Q4 2018, closing a stake of 13 shares.

Baldwin Wealth Partners first reported a position in WPM in Q3 2016 and held it in 9 quarters. The position peaked at $0 in Q3 2018. 323 funds tracked by Wall St. Rank hold WPM as of Q4 2018.

Baldwin Wealth Partners reported no remaining Wheaton Precious Metals position as of Q4 2018 after selling out during the quarter.
Baldwin Wealth Partners sold 13 Wheaton Precious Metals shares in Q4 2018.
Baldwin Wealth Partners first reported a position in Wheaton Precious Metals in Q3 2016 and held it in 9 quarters.
Baldwin Wealth Partners's Wheaton Precious Metals position peaked at $0 in Q3 2018.
323 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2018.

Based on Baldwin Wealth Partners's 13F filing for Q4 2018, filed 1 Feb 2019.