TrustCore Financial Services’s Wheaton Precious Metals WPM Stock Holding History

TrustCore Financial Services’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
2020 Q1	–	Sell	-300	Closed	-$9K	–	966
2019 Q4	$9K	Hold	300	–	–	﹤0.01%	668
2019 Q3	$8K	Hold	300	–	–	﹤0.01%	685
2019 Q2	$7K	Hold	300	–	–	﹤0.01%	691
2019 Q1	$7K	Buy	+300	New	+$6.38K	﹤0.01%	629
2018 Q4	–	Sell	-300	Closed	-$5K	–	805
2018 Q3	$5K	Hold	300	–	–	﹤0.01%	677
2018 Q2	$7K	Hold	300	–	–	﹤0.01%	631
2018 Q1	$6K	Hold	300	–	–	﹤0.01%	576
2017 Q4	$7K	Buy	+300	New	+$6.25K	﹤0.01%	536

Other funds holding WPM

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

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

TrustCore Financial Services's WPM Position: Q1 2020 in Review

TrustCore Financial Services sold out of Wheaton Precious Metals (WPM) in Q1 2020, closing a stake of 300 shares — an estimated $9K sold.

TrustCore Financial Services first reported a position in WPM in Q4 2017 and held it in 8 quarters. The position peaked at $9K in Q4 2019. 382 funds tracked by Wall St. Rank hold WPM as of Q1 2020.

TrustCore Financial Services reported no remaining Wheaton Precious Metals position as of Q1 2020 after selling out during the quarter.
TrustCore Financial Services sold 300 Wheaton Precious Metals shares in Q1 2020, an estimated $9K.
TrustCore Financial Services first reported a position in Wheaton Precious Metals in Q4 2017 and held it in 8 quarters.
TrustCore Financial Services's Wheaton Precious Metals position peaked at $9K in Q4 2019.
382 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2020.

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