Pasadena Private Wealth’s Wheaton Precious Metals WPM Stock Holding History

Pasadena Private Wealth’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
2019 Q3	–	Sell	-8,511	Closed	-$206K	–	61
2019 Q2	$206K	Buy	+8,511	New	+$189K	0.1%	50

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pasadena Private Wealth's WPM Position: Q3 2019 in Review

Pasadena Private Wealth sold out of Wheaton Precious Metals (WPM) in Q3 2019, closing a stake of 8,511 shares — an estimated $206K sold.

Pasadena Private Wealth first reported a position in WPM in Q2 2019 and held it in 1 quarter. The position peaked at $206K in Q2 2019. 379 funds tracked by Wall St. Rank hold WPM as of Q3 2019.

Pasadena Private Wealth reported no remaining Wheaton Precious Metals position as of Q3 2019 after selling out during the quarter.
Pasadena Private Wealth sold 8,511 Wheaton Precious Metals shares in Q3 2019, an estimated $206K.
Pasadena Private Wealth first reported a position in Wheaton Precious Metals in Q2 2019 and held it in 1 quarter.
Pasadena Private Wealth's Wheaton Precious Metals position peaked at $206K in Q2 2019.
379 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2019.

Based on Pasadena Private Wealth's 13F filing for Q3 2019, filed 16 Oct 2019.