SIAG
WPM icon

Safeguard Investment Advisory Group’s Wheaton Precious Metals WPM Stock Holding History

Safeguard Investment Advisory Group’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
-342
Closed -$14K – 729
2020
Q4 		$14K Buy
+342
New +$15.3K 0.01% 367

Other funds holding WPM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
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 $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Safeguard Investment Advisory Group's WPM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Wheaton Precious Metals (WPM) in Q1 2021, closing a stake of 342 shares — an estimated $14K sold.

Safeguard Investment Advisory Group first reported a position in WPM in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 472 funds tracked by Wall St. Rank hold WPM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Wheaton Precious Metals position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 342 Wheaton Precious Metals shares in Q1 2021, an estimated $14K.
  • Safeguard Investment Advisory Group first reported a position in Wheaton Precious Metals in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Wheaton Precious Metals position peaked at $14K in Q4 2020.
  • 472 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.