Parisi Gray Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Parisi Gray 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 Q3	–	Sell	-200	Closed	-$9K	–	562
2021 Q2	$9K	Buy	+200	New	+$8.9K	﹤0.01%	460
2019 Q2	–	Sell	-200	Closed	-$5K	–	462
2019 Q1	$5K	Hold	200	–	–	﹤0.01%	462
2018 Q4	$4K	Hold	200	–	–	﹤0.01%	501
2018 Q3	$3K	Hold	200	–	–	﹤0.01%	533
2018 Q2	$5K	Buy	+200	New	+$4.3K	﹤0.01%	497

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

Parisi Gray Wealth Management's WPM Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Wheaton Precious Metals (WPM) in Q3 2021, closing a stake of 200 shares — an estimated $9K sold.

Parisi Gray Wealth Management first reported a position in WPM in Q2 2018 and held it in 5 quarters. The position peaked at $9K in Q2 2021. 471 funds tracked by Wall St. Rank hold WPM as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Wheaton Precious Metals position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 200 Wheaton Precious Metals shares in Q3 2021, an estimated $9K.
Parisi Gray Wealth Management first reported a position in Wheaton Precious Metals in Q2 2018 and held it in 5 quarters.
Parisi Gray Wealth Management's Wheaton Precious Metals position peaked at $9K in Q2 2021.
471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.