Wealthcare Advisory Partners’s Wheaton Precious Metals WPM Stock Holding History

Wealthcare Advisory Partners’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	-11,952	Closed	-$457K	–	1879
2021 Q1	$457K	Sell	11,952 -200	-2%	-$7.94K	0.03%	310
2020 Q4	$507K	Buy	+12,152	New	+$543K	0.05%	236
2020 Q2	–	Sell	-992	Closed	-$27K	–	1369
2020 Q1	$27K	Buy	992 +160	+19%	+$4.62K	﹤0.01%	652
2019 Q4	$25K	Hold	832	–	–	﹤0.01%	709
2019 Q3	$22K	Buy	832 +621	+294%	+$16.7K	﹤0.01%	729
2019 Q2	$5K	Buy	211 +2	+1%	+$44	﹤0.01%	1076
2019 Q1	$5K	Hold	209	–	–	﹤0.01%	982
2018 Q4	$4K	Buy	209 +1	+0.5%	+$17	﹤0.01%	999
2018 Q3	$4K	Sell	208 -249	-54%	-$4.78K	﹤0.01%	1047
2018 Q2	$10K	Buy	457 +207	+83%	+$4.45K	﹤0.01%	848
2018 Q1	$5K	Hold	250	–	–	﹤0.01%	840
2017 Q4	$6K	Hold	250	–	–	﹤0.01%	767
2017 Q3	$5K	Buy	+250	New	+$4.92K	﹤0.01%	663

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

Wealthcare Advisory Partners's WPM Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Wheaton Precious Metals (WPM) in Q2 2021, closing a stake of 11,952 shares — an estimated $457K sold.

Wealthcare Advisory Partners first reported a position in WPM in Q3 2017 and held it in 13 quarters. The position peaked at $507K in Q4 2020. 473 funds tracked by Wall St. Rank hold WPM as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Wheaton Precious Metals position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 11,952 Wheaton Precious Metals shares in Q2 2021, an estimated $457K.
Wealthcare Advisory Partners first reported a position in Wheaton Precious Metals in Q3 2017 and held it in 13 quarters.
Wealthcare Advisory Partners's Wheaton Precious Metals position peaked at $507K in Q4 2020.
473 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.