GWM
WPM icon

Gupta Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Gupta Wealth 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
2016
Q1 		$39K Hold
2,326
– – 0.01% 484
2015
Q4 		$29K Hold
2,326
– – 0.01% 578
2015
Q3 		$28K Buy
+2,326
New +$30.3K 0.01% 603

Other funds holding WPM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Gupta Wealth Management's WPM Position: Q1 2016 in Review

Gupta Wealth Management held its Wheaton Precious Metals (WPM) position steady in Q1 2016 at 2,326 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #484.

Gupta Wealth Management first reported a position in WPM in Q3 2015 and has held it in 3 quarters since. 322 funds tracked by Wall St. Rank hold WPM as of Q1 2016.

  • Gupta Wealth Management held 2,326 shares of Wheaton Precious Metals worth $39K as of Q1 2016.
  • Gupta Wealth Management left its Wheaton Precious Metals share count unchanged in Q1 2016.
  • Wheaton Precious Metals made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #484 holding.
  • Gupta Wealth Management first reported a position in Wheaton Precious Metals in Q3 2015 and has held it in 3 quarters since.
  • 322 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.