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Legacy Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-54
Closed -$1K – 910
2019
Q1 		$1K Sell
54
-346
-87% -$7.36K ﹤0.01% 1028
2018
Q4 		$8K Hold
400
– – ﹤0.01% 636
2018
Q3 		$7K Sell
400
-53
-12% -$1.02K ﹤0.01% 625
2018
Q2 		$10K Hold
453
– – ﹤0.01% 535
2018
Q1 		$9K Hold
453
– – ﹤0.01% 512
2017
Q4 		$10K Buy
+453
New +$9.44K ﹤0.01% 488

Other funds holding WPM

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Financial Advisors's WPM Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Wheaton Precious Metals (WPM) in Q2 2019, closing a stake of 54 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in WPM in Q4 2017 and held it in 6 quarters. The position peaked at $10K in Q2 2018. 340 funds tracked by Wall St. Rank hold WPM as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Wheaton Precious Metals position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 54 Wheaton Precious Metals shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Wheaton Precious Metals in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Wheaton Precious Metals position peaked at $10K in Q2 2018.
  • 340 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.