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SNS Financial Group’s Wheaton Precious Metals WPM Stock Holding History

SNS Financial 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
2017
Q2 		– Sell
-1,100
Closed -$23K – 205
2017
Q1 		$23K Buy
+1,100
New +$22.9K 0.01% 193

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Vanguard Group
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Fidelity International
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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 $2.83B AUM 30.34% 1-Year Est. Return

SNS Financial Group's WPM Position: Q1 2020 in Review

SNS Financial Group sold out of Wheaton Precious Metals (WPM) in Q1 2020, closing a stake of 10,745 shares — an estimated $320K sold.

SNS Financial Group first reported a position in WPM in Q4 2016 and held it in 11 quarters. The position peaked at $320K in Q4 2019. 383 funds tracked by Wall St. Rank hold WPM as of Q1 2020.

  • SNS Financial Group reported no remaining Wheaton Precious Metals position as of Q1 2020 after selling out during the quarter.
  • SNS Financial Group sold 10,745 Wheaton Precious Metals shares in Q1 2020, an estimated $320K.
  • SNS Financial Group first reported a position in Wheaton Precious Metals in Q4 2016 and held it in 11 quarters.
  • SNS Financial Group's Wheaton Precious Metals position peaked at $320K in Q4 2019.
  • 383 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2020.

Based on SNS Financial Group's 13F filing for Q1 2020, filed 7 May 2020.