Regent Peak Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-21	Closed	-$1K	–	1008
2020 Q4	$1K	Buy	+21	New	+$938	﹤0.01%	1015

Other funds holding WPM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Regent Peak Wealth Advisors's WPM Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2021, closing a stake of 21 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in WPM in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 471 funds tracked by Wall St. Rank hold WPM as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 21 Wheaton Precious Metals shares in Q1 2021, an estimated $1K.
Regent Peak Wealth Advisors first reported a position in Wheaton Precious Metals in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Wheaton Precious Metals position peaked at $1K in Q4 2020.
471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.