Cornerstone Advisors (Washington)’s Wheaton Precious Metals WPM Stock Holding History

Cornerstone Advisors (Washington)’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	$158K	Buy	3,221 +109	+4%	+$5.56K	0.02%	128
2020 Q2	$137K	Buy	3,112 +116	+4%	+$4.56K	0.02%	130
2020 Q1	$82K	Sell	2,996 -28	-0.9%	-$808	0.01%	156
2019 Q4	$90K	Buy	3,024 +188	+7%	+$5.14K	0.01%	167
2019 Q3	$74K	Buy	2,836 +164	+6%	+$4.41K	0.01%	177
2019 Q2	$65K	Buy	2,672 +171	+7%	+$3.79K	0.01%	326
2019 Q1	$60K	Buy	2,501 +117	+5%	+$2.49K	0.01%	315
2018 Q4	$47K	Buy	2,384 +95	+4%	+$1.62K	0.01%	311
2018 Q3	$40K	Sell	2,289 -14	-0.6%	-$268	0.03%	370
2018 Q2	$51K	Buy	+2,303	New	+$49.5K	0.03%	295
2016 Q4	–	Sell	-1,638	Closed	-$44K	–	987
2016 Q3	$44K	Buy	1,638 +1,540	+1,571%	+$42.4K	0.04%	274
2016 Q2	$2K	Hold	98	–	–	﹤0.01%	765
2016 Q1	$2K	Buy	+98	New	+$1.42K	﹤0.01%	765

Other funds holding WPM

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Cornerstone Advisors (Washington)'s WPM Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its Wheaton Precious Metals (WPM) stake by 3.5% in Q3 2020, buying an estimated $5.56K and bringing the position to 3,221 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #128.

Cornerstone Advisors (Washington) first reported a position in WPM in Q1 2016 and has held it in 13 quarters since. 450 funds tracked by Wall St. Rank hold WPM as of Q3 2020.

Cornerstone Advisors (Washington) held 3,221 shares of Wheaton Precious Metals worth $158K as of Q3 2020.
Cornerstone Advisors (Washington) bought 109 Wheaton Precious Metals shares in Q3 2020, an estimated $5.56K.
Wheaton Precious Metals made up 0.02% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #128 holding.
Cornerstone Advisors (Washington) first reported a position in Wheaton Precious Metals in Q1 2016 and has held it in 13 quarters since.
450 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.