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 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

MPS Loria Financial Planners's WPM Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Wheaton Precious Metals (WPM) in Q2 2021, closing a stake of 2,758 shares — an estimated $105K sold.

MPS Loria Financial Planners first reported a position in WPM in Q2 2017 and held it in 5 quarters. The position peaked at $152K in Q2 2020. 473 funds tracked by Wall St. Rank hold WPM as of Q2 2021.

MPS Loria Financial Planners reported no remaining Wheaton Precious Metals position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 2,758 Wheaton Precious Metals shares in Q2 2021, an estimated $105K.
MPS Loria Financial Planners first reported a position in Wheaton Precious Metals in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Wheaton Precious Metals position peaked at $152K in Q2 2020.
473 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.