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FormulaFolio Investments’s Wheaton Precious Metals WPM Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$44K Hold
1,000
– – 0.01% 152
2021
Q1 		$45K Buy
+1,000
New +$39.7K 0.01% 147

Other funds holding WPM

VanEck Associates
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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

FormulaFolio Investments's WPM Position: Q2 2021 in Review

FormulaFolio Investments held its Wheaton Precious Metals (WPM) position steady in Q2 2021 at 1,000 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #152.

FormulaFolio Investments first reported a position in WPM in Q1 2021 and has held it in 2 quarters since. The position peaked at $45K in Q1 2021. 472 funds tracked by Wall St. Rank hold WPM as of Q2 2021.

  • FormulaFolio Investments held 1,000 shares of Wheaton Precious Metals worth $44K as of Q2 2021.
  • FormulaFolio Investments left its Wheaton Precious Metals share count unchanged in Q2 2021.
  • Wheaton Precious Metals made up 0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #152 holding.
  • FormulaFolio Investments first reported a position in Wheaton Precious Metals in Q1 2021 and has held it in 2 quarters since.
  • FormulaFolio Investments's Wheaton Precious Metals position peaked at $45K in Q1 2021.
  • 472 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.