Claro Advisors’s Wheaton Precious Metals WPM Stock Holding History

Claro 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
2019 Q1	–	Sell	-2,744	Closed	-$48K	–	943
2018 Q4	$48K	Buy	+2,744	New	+$46.8K	0.04%	342

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

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

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

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Claro Advisors's WPM Position: Q1 2019 in Review

Claro Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2019, closing a stake of 2,744 shares — an estimated $48K sold.

Claro Advisors first reported a position in WPM in Q4 2018 and held it in 1 quarter. The position peaked at $48K in Q4 2018. 343 funds tracked by Wall St. Rank hold WPM as of Q1 2019.

Claro Advisors reported no remaining Wheaton Precious Metals position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 2,744 Wheaton Precious Metals shares in Q1 2019, an estimated $48K.
Claro Advisors first reported a position in Wheaton Precious Metals in Q4 2018 and held it in 1 quarter.
Claro Advisors's Wheaton Precious Metals position peaked at $48K in Q4 2018.
343 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.