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Center for Financial Planning’s Wheaton Precious Metals WPM Stock Holding History

Center for Financial Planning’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
2024
Q3 		– Sell
-22
Closed -$1.15K – 607
2024
Q2 		$1.15K Hold
22
– – ﹤0.01% 525
2024
Q1 		$1.04K Buy
+22
New +$994 ﹤0.01% 556
2020
Q1 		– Sell
-725
Closed -$22K – 609
2019
Q4 		$22K Buy
+725
New +$19.8K 0.01% 254

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Center for Financial Planning's WPM Position: Q3 2024 in Review

Center for Financial Planning sold out of Wheaton Precious Metals (WPM) in Q3 2024, closing a stake of 22 shares — an estimated $1.15K sold.

Center for Financial Planning first reported a position in WPM in Q4 2019 and held it in 3 quarters. The position peaked at $22K in Q4 2019. 603 funds tracked by Wall St. Rank hold WPM as of Q3 2024.

  • Center for Financial Planning reported no remaining Wheaton Precious Metals position as of Q3 2024 after selling out during the quarter.
  • Center for Financial Planning sold 22 Wheaton Precious Metals shares in Q3 2024, an estimated $1.15K.
  • Center for Financial Planning first reported a position in Wheaton Precious Metals in Q4 2019 and held it in 3 quarters.
  • Center for Financial Planning's Wheaton Precious Metals position peaked at $22K in Q4 2019.
  • 603 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.