Capstone Financial Group’s Wheaton Precious Metals WPM Stock Holding History

Capstone Financial Group’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	$79K	Buy	+1,672	New	+$85.2K	0.06%	113

Other funds holding WPM

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capstone Financial Group's WPM Position: Q3 2020 in Review

Capstone Financial Group opened a new position in Wheaton Precious Metals (WPM) in Q3 2020: 1,672 shares worth $79K. The stake represents 0.06% of the portfolio and ranks #113 among its holdings.

450 funds tracked by Wall St. Rank hold WPM as of Q3 2020.

Capstone Financial Group held 1,672 shares of Wheaton Precious Metals worth $79K as of Q3 2020.
Wheaton Precious Metals was a new Capstone Financial Group position in Q3 2020.
Wheaton Precious Metals made up 0.06% of Capstone Financial Group's portfolio in Q3 2020, its #113 holding.
450 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.