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Executive Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Executive Wealth Management’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
Q3 		– Sell
-101
Closed -$2K – 809
2019
Q2 		$2K Buy
101
+1
+1% +$22 ﹤0.01% 822
2019
Q1 		$2K Hold
100
– – ﹤0.01% 753
2018
Q4 		$2K Buy
+100
New +$1.71K ﹤0.01% 787

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Executive Wealth Management's WPM Position: Q3 2019 in Review

Executive Wealth Management sold out of Wheaton Precious Metals (WPM) in Q3 2019, closing a stake of 101 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in WPM in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 379 funds tracked by Wall St. Rank hold WPM as of Q3 2019.

  • Executive Wealth Management reported no remaining Wheaton Precious Metals position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 101 Wheaton Precious Metals shares in Q3 2019, an estimated $2K.
  • Executive Wealth Management first reported a position in Wheaton Precious Metals in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Wheaton Precious Metals position peaked at $2K in Q2 2019.
  • 379 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.