Wealthspire Advisors (Maryland)’s Wheaton Precious Metals WPM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-2,089	Closed	-$50K	–	2053
2019 Q1	$50K	Hold	2,089	–	–	﹤0.01%	900
2018 Q4	$41K	Hold	2,089	–	–	﹤0.01%	945
2018 Q3	$37K	Hold	2,089	–	–	﹤0.01%	1075
2018 Q2	$46K	Hold	2,089	–	–	﹤0.01%	1009
2018 Q1	$43K	Sell	2,089 -12	-0.6%	-$246	﹤0.01%	1044
2017 Q4	$46K	Sell	2,101 -306	-13%	-$6.38K	﹤0.01%	1039
2017 Q3	$46K	Sell	2,407 -10	-0.4%	-$197	0.01%	1013
2017 Q2	$48K	Buy	2,417 +278	+13%	+$5.68K	0.01%	965
2017 Q1	$45K	Hold	2,139	–	–	0.01%	834
2016 Q4	$41K	Buy	2,139 +50	+2%	+$1.04K	0.01%	830
2016 Q3	$56K	Hold	2,089	–	–	0.01%	744
2016 Q2	$49K	Hold	2,089	–	–	0.01%	740
2016 Q1	$35K	Hold	2,089	–	–	0.01%	795
2015 Q4	$26K	Buy	+2,089	New	+$27.6K	﹤0.01%	898

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s WPM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Wheaton Precious Metals (WPM) in Q2 2019, closing a stake of 2,089 shares — an estimated $50K sold.

Wealthspire Advisors (Maryland) first reported a position in WPM in Q4 2015 and held it in 14 quarters. The position peaked at $56K in Q3 2016. 340 funds tracked by Wall St. Rank hold WPM as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Wheaton Precious Metals position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,089 Wheaton Precious Metals shares in Q2 2019, an estimated $50K.
Wealthspire Advisors (Maryland) first reported a position in Wheaton Precious Metals in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Wheaton Precious Metals position peaked at $56K in Q3 2016.
340 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.