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Great Diamond Partners’s Wheaton Precious Metals WPM Stock Holding History

Great Diamond Partners’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
Q1 		– Sell
-400
Closed -$11K – 602
2019
Q4 		$11K Buy
+400
New +$10.9K ﹤0.01% 555

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Great Diamond Partners's WPM Position: Q1 2020 in Review

Great Diamond Partners sold out of Wheaton Precious Metals (WPM) in Q1 2020, closing a stake of 400 shares — an estimated $11K sold.

Great Diamond Partners first reported a position in WPM in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 383 funds tracked by Wall St. Rank hold WPM as of Q1 2020.

  • Great Diamond Partners reported no remaining Wheaton Precious Metals position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 400 Wheaton Precious Metals shares in Q1 2020, an estimated $11K.
  • Great Diamond Partners first reported a position in Wheaton Precious Metals in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's Wheaton Precious Metals position peaked at $11K in Q4 2019.
  • 383 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.