Kore Private Wealth’s Wheaton Precious Metals WPM Stock Holding History

Kore Private Wealth’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	-6,620	Closed	-$292K	–	472
2021 Q2	$292K	Buy	6,620 +1,274	+24%	+$56.7K	0.03%	322
2021 Q1	$204K	Buy	+5,346	New	+$212K	0.03%	345
2020 Q3	–	Sell	-1,847	Closed	-$81K	–	1094
2020 Q2	$81K	Buy	1,847 +40	+2%	+$1.57K	0.02%	370
2020 Q1	$50K	Buy	1,807 +1,639	+976%	+$47.3K	0.01%	417
2019 Q4	$5K	Buy	+168	New	+$4.59K	﹤0.01%	864

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

Kore Private Wealth's WPM Position: Q3 2021 in Review

Kore Private Wealth sold out of Wheaton Precious Metals (WPM) in Q3 2021, closing a stake of 6,620 shares — an estimated $292K sold.

Kore Private Wealth first reported a position in WPM in Q4 2019 and held it in 5 quarters. The position peaked at $292K in Q2 2021. 471 funds tracked by Wall St. Rank hold WPM as of Q3 2021.

Kore Private Wealth reported no remaining Wheaton Precious Metals position as of Q3 2021 after selling out during the quarter.
Kore Private Wealth sold 6,620 Wheaton Precious Metals shares in Q3 2021, an estimated $292K.
Kore Private Wealth first reported a position in Wheaton Precious Metals in Q4 2019 and held it in 5 quarters.
Kore Private Wealth's Wheaton Precious Metals position peaked at $292K in Q2 2021.
471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2021.

Based on Kore Private Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.