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Flagship Private Wealth’s Wheaton Precious Metals WPM Stock Holding History

Flagship Private Wealth’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
2021
Q3 		– Sell
-138
Closed -$6.18K – 305
2021
Q2 		$6.18K Hold
138
– – ﹤0.01% 261
2021
Q1 		$5.55K Hold
138
– – ﹤0.01% 240
2020
Q4 		$5.15K Buy
+138
New +$6.16K ﹤0.01% 261

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Vanguard Group
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Mirae Asset Global Investments
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Flagship Private Wealth's WPM Position: Q3 2021 in Review

Flagship Private Wealth sold out of Wheaton Precious Metals (WPM) in Q3 2021, closing a stake of 138 shares — an estimated $6.18K sold.

Flagship Private Wealth first reported a position in WPM in Q4 2020 and held it in 3 quarters. The position peaked at $6.18K in Q2 2021. 471 funds tracked by Wall St. Rank hold WPM as of Q3 2021.

  • Flagship Private Wealth reported no remaining Wheaton Precious Metals position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 138 Wheaton Precious Metals shares in Q3 2021, an estimated $6.18K.
  • Flagship Private Wealth first reported a position in Wheaton Precious Metals in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's Wheaton Precious Metals position peaked at $6.18K in Q2 2021.
  • 471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.