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Gerber Kawasaki Wealth & Investment Management’s Wheaton Precious Metals WPM Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
Q4 		– Sell
-780
Closed -$29K – 1125
2021
Q3 		$29K Buy
+780
New +$34K ﹤0.01% 420

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Gerber Kawasaki Wealth & Investment Management's WPM Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Wheaton Precious Metals (WPM) in Q4 2021, closing a stake of 780 shares — an estimated $29K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in WPM in Q3 2021 and held it in 1 quarter. The position peaked at $29K in Q3 2021. 498 funds tracked by Wall St. Rank hold WPM as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Wheaton Precious Metals position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 780 Wheaton Precious Metals shares in Q4 2021, an estimated $29K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Wheaton Precious Metals in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Wheaton Precious Metals position peaked at $29K in Q3 2021.
  • 498 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.