Ausdal Financial Partners’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
– Sell
-8,813
Closed -$231K – 343
2019
Q3
$231K Buy
+8,813
New +$237K 0.08% 272
2016
Q1
– Sell
-1,500
Closed -$19K – 1030
2015
Q4
$19K Buy
+1,500
New +$19.8K 0.01% 744

Other funds holding WPM

Ausdal Financial Partners's WPM Position: Q4 2019 in Review

Ausdal Financial Partners sold out of Wheaton Precious Metals (WPM) in Q4 2019, closing a stake of 8,813 shares — an estimated $231K sold.

Ausdal Financial Partners first reported a position in WPM in Q4 2015 and held it in 2 quarters. The position peaked at $231K in Q3 2019. 407 funds tracked by Wall St. Rank hold WPM as of Q4 2019.

  • Ausdal Financial Partners reported no remaining Wheaton Precious Metals position as of Q4 2019 after selling out during the quarter.
  • Ausdal Financial Partners sold 8,813 Wheaton Precious Metals shares in Q4 2019, an estimated $231K.
  • Ausdal Financial Partners first reported a position in Wheaton Precious Metals in Q4 2015 and held it in 2 quarters.
  • Ausdal Financial Partners's Wheaton Precious Metals position peaked at $231K in Q3 2019.
  • 407 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2019.

Based on Ausdal Financial Partners's 13F filing for Q4 2019, filed 14 Feb 2020.