Jeppson Wealth Management’s Pan American Silver PAAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-10,802
Closed -$270K 173
2021
Q4
$270K Buy
10,802
+1,860
+21% +$46.8K 0.13% 130
2021
Q3
$208K Sell
8,942
-2,417
-21% -$63.1K 0.11% 144
2021
Q2
$324K Buy
+11,359
New +$366K 0.18% 104
2020
Q4
Sell
-250
Closed -$8K 351
2020
Q3
$8K Buy
+250
New +$8.59K 0.01% 417

Other funds holding PAAS

Jeppson Wealth Management's PAAS Position: Q1 2022 in Review

Jeppson Wealth Management sold out of Pan American Silver (PAAS) in Q1 2022, closing a stake of 10,802 shares — an estimated $270K sold.

Jeppson Wealth Management first reported a position in PAAS in Q3 2020 and held it in 4 quarters. The position peaked at $324K in Q2 2021. 290 funds tracked by Wall St. Rank hold PAAS as of Q1 2022.

  • Jeppson Wealth Management reported no remaining Pan American Silver position as of Q1 2022 after selling out during the quarter.
  • Jeppson Wealth Management sold 10,802 Pan American Silver shares in Q1 2022, an estimated $270K.
  • Jeppson Wealth Management first reported a position in Pan American Silver in Q3 2020 and held it in 4 quarters.
  • Jeppson Wealth Management's Pan American Silver position peaked at $324K in Q2 2021.
  • 290 funds tracked by Wall St. Rank held Pan American Silver as of Q1 2022.

Based on Jeppson Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.