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

Lenox 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
2020 Q2	$8K	Hold	200	–	–	﹤0.01%	471
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	499
2019 Q4	$6K	Hold	200	–	–	﹤0.01%	515
2019 Q3	$5K	Hold	200	–	–	﹤0.01%	545
2019 Q2	$4K	Buy	200 +121	+153%	+$2.68K	﹤0.01%	545
2019 Q1	$2K	Hold	79	–	–	﹤0.01%	621
2018 Q4	$2K	Sell	79 -339	-81%	-$5.78K	﹤0.01%	574
2018 Q3	$23K	Buy	418 +237	+131%	+$4.54K	0.01%	307
2018 Q2	$4K	Buy	+181	New	+$3.89K	﹤0.01%	456

Other funds holding WPM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Lenox Wealth Management's WPM Position: Q2 2020 in Review

Lenox Wealth Management held its Wheaton Precious Metals (WPM) position steady in Q2 2020 at 200 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Lenox Wealth Management first reported a position in WPM in Q2 2018 and has held it in 9 quarters since. The position peaked at $23K in Q3 2018. 423 funds tracked by Wall St. Rank hold WPM as of Q2 2020.

Lenox Wealth Management held 200 shares of Wheaton Precious Metals worth $8K as of Q2 2020.
Lenox Wealth Management left its Wheaton Precious Metals share count unchanged in Q2 2020.
Wheaton Precious Metals made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #471 holding.
Lenox Wealth Management first reported a position in Wheaton Precious Metals in Q2 2018 and has held it in 9 quarters since.
Lenox Wealth Management's Wheaton Precious Metals position peaked at $23K in Q3 2018.
423 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.