Wagner Wealth Management (South Carolina)’s Wheaton Precious Metals WPM Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q2	–	Sell	-815	Closed	-$31K	–	723
2021 Q1	$31K	Buy	+815	New	+$32.3K	0.02%	298
2018 Q3	$6K	Sell	333 -300	-47%	-$5.75K	﹤0.01%	483
2018 Q2	$14K	Hold	633	–	–	0.01%	357
2018 Q1	$13K	Sell	633 -300	-32%	-$6.16K	0.01%	346
2017 Q4	$20K	Buy	+933	New	+$19.4K	0.02%	307

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

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

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

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

Wagner Wealth Management (South Carolina)'s WPM Position: Q2 2021 in Review

Wagner Wealth Management (South Carolina) sold out of Wheaton Precious Metals (WPM) in Q2 2021, closing a stake of 815 shares — an estimated $31K sold.

Wagner Wealth Management (South Carolina) first reported a position in WPM in Q4 2017 and held it in 5 quarters. The position peaked at $31K in Q1 2021. 473 funds tracked by Wall St. Rank hold WPM as of Q2 2021.

Wagner Wealth Management (South Carolina) reported no remaining Wheaton Precious Metals position as of Q2 2021 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 815 Wheaton Precious Metals shares in Q2 2021, an estimated $31K.
Wagner Wealth Management (South Carolina) first reported a position in Wheaton Precious Metals in Q4 2017 and held it in 5 quarters.
Wagner Wealth Management (South Carolina)'s Wheaton Precious Metals position peaked at $31K in Q1 2021.
473 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2021, filed 13 Aug 2021.