Gratus Capital’s Wheaton Precious Metals WPM Stock Holding History

Gratus Capital’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	–	Sell	-22,400	Closed	-$856K	–	190
2021 Q1	$856K	Hold	22,400	–	–	0.1%	117
2020 Q4	$935K	Sell	22,400 -1,000	-4%	-$44.7K	0.13%	108
2020 Q3	$1.15M	Sell	23,400 -1,433	-6%	-$73.1K	0.18%	102
2020 Q2	$1.09M	Hold	24,833	–	–	0.19%	100
2020 Q1	$684K	Buy	+24,833	New	+$717K	0.13%	116
2018 Q4	–	Sell	-11,217	Closed	-$196K	–	191
2018 Q3	$196K	Sell	11,217 -18,700	-63%	-$359K	0.03%	176
2018 Q2	$660K	Sell	29,917 -10,073	-25%	-$217K	0.1%	113
2018 Q1	$815K	Buy	39,990 +6,600	+20%	+$136K	0.12%	113
2017 Q4	$739K	Sell	33,390 -1,010	-3%	-$21.1K	0.1%	122
2017 Q3	$657K	Buy	34,400 +200	+0.6%	+$3.94K	0.09%	125
2017 Q2	$680K	Hold	34,200	–	–	0.1%	120
2017 Q1	$713K	Sell	34,200 -1,900	-5%	-$39.5K	0.1%	118
2016 Q4	$697K	Sell	36,100 -680	-2%	-$14.2K	0.1%	118
2016 Q3	$994K	Sell	36,780 -2,420	-6%	-$66.6K	0.15%	106
2016 Q2	$922K	Buy	+39,200	New	+$756K	0.14%	110

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Franklin Resources

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Fidelity Investments

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $299B AUM 28.69% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return