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Fortis Advisors’s Wheaton Precious Metals WPM Stock Holding History

Fortis Advisors’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
2022
Q2 		– Sell
-3,481
Closed -$166K – 322
2022
Q1 		$166K Buy
+3,481
New +$151K 0.09% 114

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Fortis Advisors's WPM Position: Q2 2022 in Review

Fortis Advisors sold out of Wheaton Precious Metals (WPM) in Q2 2022, closing a stake of 3,481 shares — an estimated $166K sold.

Fortis Advisors first reported a position in WPM in Q1 2022 and held it in 1 quarter. The position peaked at $166K in Q1 2022. 494 funds tracked by Wall St. Rank hold WPM as of Q2 2022.

  • Fortis Advisors reported no remaining Wheaton Precious Metals position as of Q2 2022 after selling out during the quarter.
  • Fortis Advisors sold 3,481 Wheaton Precious Metals shares in Q2 2022, an estimated $166K.
  • Fortis Advisors first reported a position in Wheaton Precious Metals in Q1 2022 and held it in 1 quarter.
  • Fortis Advisors's Wheaton Precious Metals position peaked at $166K in Q1 2022.
  • 494 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2022.

Based on Fortis Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.