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 New York $164B AUM 112.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Tower View Wealth Management's WPM Position: Q3 2021 in Review

Tower View Wealth Management sold out of Wheaton Precious Metals (WPM) in Q3 2021, closing a stake of 115 shares — an estimated $5K sold.

Tower View Wealth Management first reported a position in WPM in Q4 2017 and held it in 15 quarters. The position peaked at $6K in Q3 2020. 471 funds tracked by Wall St. Rank hold WPM as of Q3 2021.

Tower View Wealth Management reported no remaining Wheaton Precious Metals position as of Q3 2021 after selling out during the quarter.
Tower View Wealth Management sold 115 Wheaton Precious Metals shares in Q3 2021, an estimated $5K.
Tower View Wealth Management first reported a position in Wheaton Precious Metals in Q4 2017 and held it in 15 quarters.
Tower View Wealth Management's Wheaton Precious Metals position peaked at $6K in Q3 2020.
471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2021.

Based on Tower View Wealth Management's 13F filing for Q3 2021, filed 8 Nov 2021.