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Avantax Planning Partners’s Wheaton Precious Metals WPM Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-2,110
Closed -$37K – 1198
2018
Q3 		$37K Buy
+2,110
New +$40.5K ﹤0.01% 555
2018
Q2 		– Sell
-2,110
Closed -$43K – 1490
2018
Q1 		$43K Buy
+2,110
New +$43.3K ﹤0.01% 563

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CG
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RL
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Royal Bank of Canada
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Deutsche Bank
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Avantax Planning Partners's WPM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Wheaton Precious Metals (WPM) in Q4 2018, closing a stake of 2,110 shares — an estimated $37K sold.

Avantax Planning Partners first reported a position in WPM in Q1 2018 and held it in 2 quarters. The position peaked at $43K in Q1 2018. 323 funds tracked by Wall St. Rank hold WPM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Wheaton Precious Metals position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,110 Wheaton Precious Metals shares in Q4 2018, an estimated $37K.
  • Avantax Planning Partners first reported a position in Wheaton Precious Metals in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Wheaton Precious Metals position peaked at $43K in Q1 2018.
  • 323 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.