Tower View Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Tower View Wealth Management’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 Q3	–	Sell	-115	Closed	-$5K	–	238
2021 Q2	$5K	Hold	115	–	–	﹤0.01%	154
2021 Q1	$4K	Hold	115	–	–	﹤0.01%	172
2020 Q4	$5K	Hold	115	–	–	﹤0.01%	156
2020 Q3	$6K	Buy	115 +20	+21%	+$1.02K	﹤0.01%	130
2020 Q2	$4K	Hold	95	–	–	﹤0.01%	135
2020 Q1	$3K	Hold	95	–	–	﹤0.01%	105
2019 Q4	$3K	Hold	95	–	–	﹤0.01%	131
2019 Q3	$2K	Hold	95	–	–	﹤0.01%	130
2019 Q2	$2K	Hold	95	–	–	﹤0.01%	128
2019 Q1	$2K	Hold	95	–	–	﹤0.01%	133
2018 Q4	$2K	Hold	95	–	–	﹤0.01%	131
2018 Q3	$2K	Hold	95	–	–	﹤0.01%	153
2018 Q2	$2K	Hold	95	–	–	﹤0.01%	141
2018 Q1	$2K	Hold	95	–	–	﹤0.01%	133
2017 Q4	$2K	Buy	+95	New	+$1.98K	﹤0.01%	141

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

First Eagle Investment Management

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

Franklin Resources

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

Fidelity Investments

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Massachusetts Financial Services

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