Financial Gravity Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Financial Gravity Asset 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 Q4	$30K	Sell	19 -2	-10%	-$55	0.02%	865
2019 Q3	$1K	Buy	21 +1	+5%	+$27	﹤0.01%	1130
2019 Q2	$0	Sell	20 -158	-89%	-$3.5K	﹤0.01%	1698
2019 Q1	$4K	Buy	+178	New	+$3.79K	﹤0.01%	786
2018 Q3	$6K	Buy	351 +30	+9%	+$575	0.01%	706
2018 Q2	$7K	Buy	321 +31	+11%	+$667	0.01%	666
2018 Q1	$6K	Buy	+290	New	+$5.96K	0.01%	699

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Financial Gravity Asset Management's WPM Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Wheaton Precious Metals (WPM) stake by 9.5% in Q4 2019, selling an estimated $55 and leaving 19 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #865.

Financial Gravity Asset Management first reported a position in WPM in Q1 2018 and has held it in 7 quarters since. 407 funds tracked by Wall St. Rank hold WPM as of Q4 2019.

Financial Gravity Asset Management held 19 shares of Wheaton Precious Metals worth $30K as of Q4 2019.
Financial Gravity Asset Management sold 2 Wheaton Precious Metals shares in Q4 2019, an estimated $55.
Wheaton Precious Metals made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #865 holding.
Financial Gravity Asset Management first reported a position in Wheaton Precious Metals in Q1 2018 and has held it in 7 quarters since.
407 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.