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BDO Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

BDO Wealth Advisors’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
Q1 		– Sell
-600
Closed -$13K – 622
2017
Q4 		$13K Buy
+600
New +$12.5K 0.01% 319

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BDO Wealth Advisors's WPM Position: Q1 2018 in Review

BDO Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2018, closing a stake of 600 shares — an estimated $13K sold.

BDO Wealth Advisors first reported a position in WPM in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 328 funds tracked by Wall St. Rank hold WPM as of Q1 2018.

  • BDO Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q1 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 600 Wheaton Precious Metals shares in Q1 2018, an estimated $13K.
  • BDO Wealth Advisors first reported a position in Wheaton Precious Metals in Q4 2017 and held it in 1 quarter.
  • BDO Wealth Advisors's Wheaton Precious Metals position peaked at $13K in Q4 2017.
  • 328 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2018.

Based on BDO Wealth Advisors's 13F filing for Q1 2018, filed 23 May 2018.