RWA
WPM icon

Ropes Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Ropes 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
-10
Closed – – 799
2020
Q4 		$0 Buy
+10
New +$447 ﹤0.01% 932

Other funds holding WPM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ropes Wealth Advisors's WPM Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2021, closing a stake of 10 shares.

Ropes Wealth Advisors first reported a position in WPM in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 471 funds tracked by Wall St. Rank hold WPM as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 10 Wheaton Precious Metals shares in Q1 2021.
  • Ropes Wealth Advisors first reported a position in Wheaton Precious Metals in Q4 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's Wheaton Precious Metals position peaked at $0 in Q4 2020.
  • 471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.