WWP
TFPM icon

WR Wealth Planners’s Triple Flag Precious Metals TFPM Stock Holding History

WR Wealth Planners’s Portfolio TFPM Stock Details TFPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-360
Closed -$5.38K – 974
2023
Q1 		$5.38K Buy
+360
New +$4.91K ﹤0.01% 669

Other funds holding TFPM

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

WR Wealth Planners's TFPM Position: Q2 2023 in Review

WR Wealth Planners sold out of Triple Flag Precious Metals (TFPM) in Q2 2023, closing a stake of 360 shares — an estimated $5.38K sold.

WR Wealth Planners first reported a position in TFPM in Q1 2023 and held it in 1 quarter. The position peaked at $5.38K in Q1 2023. 89 funds tracked by Wall St. Rank hold TFPM as of Q2 2023.

  • WR Wealth Planners reported no remaining Triple Flag Precious Metals position as of Q2 2023 after selling out during the quarter.
  • WR Wealth Planners sold 360 Triple Flag Precious Metals shares in Q2 2023, an estimated $5.38K.
  • WR Wealth Planners first reported a position in Triple Flag Precious Metals in Q1 2023 and held it in 1 quarter.
  • WR Wealth Planners's Triple Flag Precious Metals position peaked at $5.38K in Q1 2023.
  • 89 funds tracked by Wall St. Rank held Triple Flag Precious Metals as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.