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Realta Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-425
Closed -$12K – 1407
2019
Q4 		$12K Buy
425
+225
+113% +$6.15K ﹤0.01% 1093
2019
Q3 		$5K Buy
+200
New +$5.38K ﹤0.01% 1343

Other funds holding WPM

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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

Realta Investment Advisors's WPM Position: Q1 2020 in Review

Realta Investment Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2020, closing a stake of 425 shares — an estimated $12K sold.

Realta Investment Advisors first reported a position in WPM in Q3 2019 and held it in 2 quarters. The position peaked at $12K in Q4 2019. 383 funds tracked by Wall St. Rank hold WPM as of Q1 2020.

  • Realta Investment Advisors reported no remaining Wheaton Precious Metals position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 425 Wheaton Precious Metals shares in Q1 2020, an estimated $12K.
  • Realta Investment Advisors first reported a position in Wheaton Precious Metals in Q3 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Wheaton Precious Metals position peaked at $12K in Q4 2019.
  • 383 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.