PFA
WPM icon

Pathway Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History

Pathway Financial Advisors’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
2018
Q3 		– Sell
-601
Closed -$13K – 386
2018
Q2 		$13K Hold
601
– – 0.01% 361
2018
Q1 		$12K Hold
601
– – 0.01% 377
2017
Q4 		$13K Buy
+601
New +$12.5K 0.01% 378

Other funds holding WPM

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pathway Financial Advisors's WPM Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Wheaton Precious Metals (WPM) in Q3 2018, closing a stake of 601 shares — an estimated $13K sold.

Pathway Financial Advisors first reported a position in WPM in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q2 2018. 326 funds tracked by Wall St. Rank hold WPM as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Wheaton Precious Metals position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 601 Wheaton Precious Metals shares in Q3 2018, an estimated $13K.
  • Pathway Financial Advisors first reported a position in Wheaton Precious Metals in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Wheaton Precious Metals position peaked at $13K in Q2 2018.
  • 326 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.