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Capital Advisory Group Advisory Services’s Wheaton Precious Metals WPM Stock Holding History

Capital Advisory Group Advisory Services’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
2020
Q4 		– Sell
-100
Closed -$5K – 570
2020
Q3 		$5K Buy
+100
New +$5.1K ﹤0.01% 392

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Capital Advisory Group Advisory Services's WPM Position: Q4 2020 in Review

Capital Advisory Group Advisory Services sold out of Wheaton Precious Metals (WPM) in Q4 2020, closing a stake of 100 shares — an estimated $5K sold.

Capital Advisory Group Advisory Services first reported a position in WPM in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 468 funds tracked by Wall St. Rank hold WPM as of Q4 2020.

  • Capital Advisory Group Advisory Services reported no remaining Wheaton Precious Metals position as of Q4 2020 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 100 Wheaton Precious Metals shares in Q4 2020, an estimated $5K.
  • Capital Advisory Group Advisory Services first reported a position in Wheaton Precious Metals in Q3 2020 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's Wheaton Precious Metals position peaked at $5K in Q3 2020.
  • 468 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2020, filed 18 Feb 2021.