MPS Loria Financial Planners’s Wheaton Precious Metals WPM Stock Holding History

MPS Loria Financial Planners’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	-2,758	Closed	-$105K	–	563
2021 Q1	$105K	Hold	2,758	–	–	0.05%	113
2020 Q4	$125K	Hold	2,758	–	–	0.06%	105
2020 Q3	$135K	Sell	2,758 -686	-20%	-$35K	0.07%	87
2020 Q2	$152K	Buy	+3,444	New	+$135K	0.08%	78
2017 Q3	–	Sell	-2,261	Closed	-$41K	–	345
2017 Q2	$41K	Buy	+2,261	New	+$46.2K	0.03%	166

Other funds holding WPM

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return