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Financial Architects (New Jersey)’s Wheaton Precious Metals WPM Stock Holding History

Financial Architects (New Jersey)’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
2015
Q3 		– Sell
-8
Closed -$3K – 927
2015
Q2 		$3K Buy
+8
New +$154 ﹤0.01% 1072
2015
Q1 		– Sell
-4
Closed -$3K – 1040
2014
Q4 		$3K Buy
+4
New +$80 ﹤0.01% 915

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Financial Architects (New Jersey)'s WPM Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Wheaton Precious Metals (WPM) in Q1 2018, closing a stake of 600 shares — an estimated $13K sold.

Financial Architects (New Jersey) first reported a position in WPM in Q1 2015 and held it in 6 quarters. The position peaked at $17K in Q1 2017. 328 funds tracked by Wall St. Rank hold WPM as of Q1 2018.

  • Financial Architects (New Jersey) reported no remaining Wheaton Precious Metals position as of Q1 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 600 Wheaton Precious Metals shares in Q1 2018, an estimated $13K.
  • Financial Architects (New Jersey) first reported a position in Wheaton Precious Metals in Q1 2015 and held it in 6 quarters.
  • Financial Architects (New Jersey)'s Wheaton Precious Metals position peaked at $17K in Q1 2017.
  • 328 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.