Litman Gregory Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Litman Gregory 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
2021 Q2	–	Sell	-105	Closed	-$4K	–	192
2021 Q1	$4K	Hold	105	–	–	﹤0.01%	174
2020 Q4	$4K	Hold	105	–	–	﹤0.01%	175
2020 Q3	$5K	Hold	105	–	–	﹤0.01%	180
2020 Q2	$5K	Hold	105	–	–	﹤0.01%	148
2020 Q1	$3K	Hold	105	–	–	﹤0.01%	151
2019 Q4	$3K	Hold	105	–	–	﹤0.01%	195
2019 Q3	$3K	Hold	105	–	–	﹤0.01%	169
2019 Q2	$3K	Hold	105	–	–	﹤0.01%	209
2019 Q1	$3K	Hold	105	–	–	﹤0.01%	128
2018 Q4	$2K	Hold	105	–	–	﹤0.01%	145
2018 Q3	$2K	Hold	105	–	–	﹤0.01%	111
2018 Q2	$2K	Hold	105	–	–	﹤0.01%	92
2018 Q1	$2K	Hold	105	–	–	﹤0.01%	161
2017 Q4	$2K	Hold	105	–	–	﹤0.01%	73
2017 Q3	$2K	Hold	105	–	–	﹤0.01%	74
2017 Q2	$2K	Buy	+105	New	+$2.15K	﹤0.01%	50

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Litman Gregory Wealth Management's WPM Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of Wheaton Precious Metals (WPM) in Q2 2021, closing a stake of 105 shares — an estimated $4K sold.

Litman Gregory Wealth Management first reported a position in WPM in Q2 2017 and held it in 16 quarters. The position peaked at $5K in Q3 2020. 473 funds tracked by Wall St. Rank hold WPM as of Q2 2021.

Litman Gregory Wealth Management reported no remaining Wheaton Precious Metals position as of Q2 2021 after selling out during the quarter.
Litman Gregory Wealth Management sold 105 Wheaton Precious Metals shares in Q2 2021, an estimated $4K.
Litman Gregory Wealth Management first reported a position in Wheaton Precious Metals in Q2 2017 and held it in 16 quarters.
Litman Gregory Wealth Management's Wheaton Precious Metals position peaked at $5K in Q3 2020.
473 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.