FGAM
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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
2023
Q2 		– Sell
-48
Closed -$4.22K – 1775
2023
Q1 		$4.22K Buy
+48
New +$2.1K 0.13% 186
2020
Q2 		– Sell
-5
Closed -$134 – 930
2020
Q1 		$134 Sell
5
-14
-74% -$404 ﹤0.01% 837
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return