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Cedar Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Cedar Wealth Management’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
-265
Closed -$13K – 245
2020
Q3 		$13K Hold
265
– – 0.01% 182
2020
Q2 		$12K Buy
+265
New +$10.4K 0.01% 184

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Cedar Wealth Management's WPM Position: Q4 2020 in Review

Cedar Wealth Management sold out of Wheaton Precious Metals (WPM) in Q4 2020, closing a stake of 265 shares — an estimated $13K sold.

Cedar Wealth Management first reported a position in WPM in Q2 2020 and held it in 2 quarters. The position peaked at $13K in Q3 2020. 468 funds tracked by Wall St. Rank hold WPM as of Q4 2020.

  • Cedar Wealth Management reported no remaining Wheaton Precious Metals position as of Q4 2020 after selling out during the quarter.
  • Cedar Wealth Management sold 265 Wheaton Precious Metals shares in Q4 2020, an estimated $13K.
  • Cedar Wealth Management first reported a position in Wheaton Precious Metals in Q2 2020 and held it in 2 quarters.
  • Cedar Wealth Management's Wheaton Precious Metals position peaked at $13K in Q3 2020.
  • 468 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2020.

Based on Cedar Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.