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Ballew Advisors’s Wheaton Precious Metals WPM Stock Holding History

Ballew Advisors’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
2020
Q3 		– Sell
-5,388
Closed -$243K – 107
2020
Q2 		$243K Buy
+5,388
New +$212K 0.24% 74
2018
Q4 		– Sell
-11,427
Closed -$187K – 441
2018
Q3 		$187K Sell
11,427
-1,276
-10% -$24.5K 0.17% 90
2018
Q2 		$280K Buy
12,703
+20
+0.2% +$430 0.32% 65
2018
Q1 		$258K Sell
12,683
-1,311
-9% -$26.9K 0.23% 81
2017
Q4 		$310K Buy
+13,994
New +$292K 0.31% 70

Other funds holding WPM

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ballew Advisors's WPM Position: Q3 2020 in Review

Ballew Advisors sold out of Wheaton Precious Metals (WPM) in Q3 2020, closing a stake of 5,388 shares — an estimated $243K sold.

Ballew Advisors first reported a position in WPM in Q4 2017 and held it in 5 quarters. The position peaked at $310K in Q4 2017. 450 funds tracked by Wall St. Rank hold WPM as of Q3 2020.

  • Ballew Advisors reported no remaining Wheaton Precious Metals position as of Q3 2020 after selling out during the quarter.
  • Ballew Advisors sold 5,388 Wheaton Precious Metals shares in Q3 2020, an estimated $243K.
  • Ballew Advisors first reported a position in Wheaton Precious Metals in Q4 2017 and held it in 5 quarters.
  • Ballew Advisors's Wheaton Precious Metals position peaked at $310K in Q4 2017.
  • 450 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2020.

Based on Ballew Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.