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Financial Gravity Companies’s Wheaton Precious Metals WPM Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+68
New +$1.16K ﹤0.01% 1255
2018
Q1 		$6K Buy
290
+213
+277% +$4.38K 0.01% 699
2017
Q4 		$2K Buy
+77
New +$1.6K ﹤0.01% 993

Other funds holding WPM

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Financial Gravity Companies's WPM Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Wheaton Precious Metals (WPM) in Q4 2018: 68 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1255 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WPM as recently as Q1 2018.

Financial Gravity Companies first reported a position in WPM in Q4 2017 and has held it in 3 quarters since. The position peaked at $6K in Q1 2018. 323 funds tracked by Wall St. Rank hold WPM as of Q4 2018.

  • Financial Gravity Companies held 68 shares of Wheaton Precious Metals worth $1K as of Q4 2018.
  • Wheaton Precious Metals was a new Financial Gravity Companies position in Q4 2018.
  • Wheaton Precious Metals made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1255 holding.
  • Financial Gravity Companies first reported a position in Wheaton Precious Metals in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Wheaton Precious Metals position peaked at $6K in Q1 2018.
  • 323 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.