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Founders Financial Alliance’s Wheaton Precious Metals WPM Stock Holding History

Founders Financial Alliance’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
-12
Closed -$1K – 1248
2020
Q3 		$1K Buy
+12
New +$612 ﹤0.01% 1330

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Founders Financial Alliance's WPM Position: Q4 2020 in Review

Founders Financial Alliance sold out of Wheaton Precious Metals (WPM) in Q4 2020, closing a stake of 12 shares — an estimated $1K sold.

Founders Financial Alliance first reported a position in WPM in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 468 funds tracked by Wall St. Rank hold WPM as of Q4 2020.

  • Founders Financial Alliance reported no remaining Wheaton Precious Metals position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 12 Wheaton Precious Metals shares in Q4 2020, an estimated $1K.
  • Founders Financial Alliance first reported a position in Wheaton Precious Metals in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Wheaton Precious Metals position peaked at $1K in Q3 2020.
  • 468 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.