LFA
WPM icon

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

Legend 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
2020
Q4 		– Sell
-10,118
Closed -$496K – 35
2020
Q3 		$496K Buy
+10,118
New +$516K 0.39% 23

Other funds holding WPM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Legend Financial Advisors's WPM Position: Q4 2020 in Review

Legend Financial Advisors sold out of Wheaton Precious Metals (WPM) in Q4 2020, closing a stake of 10,118 shares — an estimated $496K sold.

Legend Financial Advisors first reported a position in WPM in Q3 2020 and held it in 1 quarter. The position peaked at $496K in Q3 2020. 468 funds tracked by Wall St. Rank hold WPM as of Q4 2020.

  • Legend Financial Advisors reported no remaining Wheaton Precious Metals position as of Q4 2020 after selling out during the quarter.
  • Legend Financial Advisors sold 10,118 Wheaton Precious Metals shares in Q4 2020, an estimated $496K.
  • Legend Financial Advisors first reported a position in Wheaton Precious Metals in Q3 2020 and held it in 1 quarter.
  • Legend Financial Advisors's Wheaton Precious Metals position peaked at $496K in Q3 2020.
  • 468 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2020.

Based on Legend Financial Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.