WESPAC Advisors SoCal’s Wheaton Precious Metals WPM Stock Holding History

WESPAC Advisors SoCal’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	-1,000	Closed	-$23K	–	316
2019 Q1	$23K	Hold	1,000	–	–	0.01%	164
2018 Q4	$19K	Hold	1,000	–	–	0.01%	186
2018 Q3	$17K	Buy	+1,000	New	+$19.2K	0.01%	202
2018 Q2	–	Sell	-1,000	Closed	-$20K	–	253
2018 Q1	$20K	Hold	1,000	–	–	0.01%	167
2017 Q4	$22K	Hold	1,000	–	–	0.01%	157
2017 Q3	$19K	Hold	1,000	–	–	0.01%	170
2017 Q2	$19K	Hold	1,000	–	–	0.01%	158
2017 Q1	$20.8K	Hold	1,000	–	–	0.01%	151
2016 Q4	$19.3K	Buy	1,000 +500	+100%	+$10.4K	0.01%	152
2016 Q3	$13.5K	Hold	500	–	–	0.01%	173
2016 Q2	$11.8K	Buy	+500	New	+$9.64K	0.01%	193

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

WESPAC Advisors SoCal's WPM Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Wheaton Precious Metals (WPM) in Q2 2019, closing a stake of 1,000 shares — an estimated $23K sold.

WESPAC Advisors SoCal first reported a position in WPM in Q2 2016 and held it in 11 quarters. The position peaked at $23K in Q1 2019. 340 funds tracked by Wall St. Rank hold WPM as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Wheaton Precious Metals position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 1,000 Wheaton Precious Metals shares in Q2 2019, an estimated $23K.
WESPAC Advisors SoCal first reported a position in Wheaton Precious Metals in Q2 2016 and held it in 11 quarters.
WESPAC Advisors SoCal's Wheaton Precious Metals position peaked at $23K in Q1 2019.
340 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.