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Ascent Wealth Partners’s Wheaton Precious Metals WPM Stock Holding History

Ascent Wealth 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
2016
Q4 		– Sell
-7,600
Closed -$205K – 120
2016
Q3 		$205K Buy
+7,600
New +$209K 0.1% 114

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Ascent Wealth Partners's WPM Position: Q4 2016 in Review

Ascent Wealth Partners sold out of Wheaton Precious Metals (WPM) in Q4 2016, closing a stake of 7,600 shares — an estimated $205K sold.

Ascent Wealth Partners first reported a position in WPM in Q3 2016 and held it in 1 quarter. The position peaked at $205K in Q3 2016. 327 funds tracked by Wall St. Rank hold WPM as of Q4 2016.

  • Ascent Wealth Partners reported no remaining Wheaton Precious Metals position as of Q4 2016 after selling out during the quarter.
  • Ascent Wealth Partners sold 7,600 Wheaton Precious Metals shares in Q4 2016, an estimated $205K.
  • Ascent Wealth Partners first reported a position in Wheaton Precious Metals in Q3 2016 and held it in 1 quarter.
  • Ascent Wealth Partners's Wheaton Precious Metals position peaked at $205K in Q3 2016.
  • 327 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2016.

Based on Ascent Wealth Partners's 13F filing for Q4 2016, filed 21 Aug 2019.