Foster Victor Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Foster Victor Wealth Advisors’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 Q3	–	Sell	-7,164	Closed	-$316K	–	155
2021 Q2	$316K	Hold	7,164	–	–	0.05%	115
2021 Q1	$294K	Sell	7,164 -100	-1%	-$3.97K	0.05%	116
2020 Q4	$303K	Hold	7,264	–	–	0.07%	115
2020 Q3	$356K	Buy	7,264 +100	+1%	+$5.1K	0.1%	105
2020 Q2	$316K	Buy	7,164 +164	+2%	+$6.45K	0.1%	97
2020 Q1	$245K	Buy	+7,000	New	+$202K	0.11%	85

Other funds holding WPM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Foster Victor Wealth Advisors's WPM Position: Q3 2021 in Review

Foster Victor Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q3 2021, closing a stake of 7,164 shares — an estimated $316K sold.

Foster Victor Wealth Advisors first reported a position in WPM in Q1 2020 and held it in 6 quarters. The position peaked at $356K in Q3 2020. 471 funds tracked by Wall St. Rank hold WPM as of Q3 2021.

Foster Victor Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q3 2021 after selling out during the quarter.
Foster Victor Wealth Advisors sold 7,164 Wheaton Precious Metals shares in Q3 2021, an estimated $316K.
Foster Victor Wealth Advisors first reported a position in Wheaton Precious Metals in Q1 2020 and held it in 6 quarters.
Foster Victor Wealth Advisors's Wheaton Precious Metals position peaked at $356K in Q3 2020.
471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2021.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2021, filed 8 Oct 2021.