JNBA Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-500
| Closed | -$20.3K | – | 754 |
|
|
2023
Q3 | $20.3K | Hold |
500
| – | – | ﹤0.01% | 384 |
|
|
2023
Q2 | $21.6K | Hold |
500
| – | – | ﹤0.01% | 383 |
|
|
2023
Q1 | $24.1K | Hold |
500
| – | – | ﹤0.01% | 367 |
|
|
2022
Q4 | $19.5K | Sell |
500
-46
| -8% | -$1.66K | ﹤0.01% | 376 |
|
|
2022
Q3 | $18K | Buy |
546
+46
| +9% | +$1.51K | ﹤0.01% | 392 |
|
|
2022
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 411 |
|
|
2022
Q1 | $24K | Hold |
500
| – | – | ﹤0.01% | 381 |
|
|
2021
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 413 |
|
|
2021
Q3 | $19K | Hold |
500
| – | – | ﹤0.01% | 424 |
|
|
2021
Q2 | $22K | Hold |
500
| – | – | ﹤0.01% | 388 |
|
|
2021
Q1 | $19K | Hold |
500
| – | – | ﹤0.01% | 393 |
|
|
2020
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 361 |
|
|
2020
Q3 | $25K | Sell |
500
-100
| -17% | -$5.1K | 0.01% | 313 |
|
|
2020
Q2 | $26K | Hold |
600
| – | – | 0.01% | 301 |
|
|
2020
Q1 | $17K | Hold |
600
| – | – | ﹤0.01% | 330 |
|
|
2019
Q4 | $18K | Hold |
600
| – | – | ﹤0.01% | 361 |
|
|
2019
Q3 | $16K | Sell |
600
-200
| -25% | -$5.38K | ﹤0.01% | 366 |
|
|
2019
Q2 | $19K | Buy |
800
+100
| +14% | +$2.22K | ﹤0.01% | 352 |
|
|
2019
Q1 | $17K | Hold |
700
| – | – | ﹤0.01% | 346 |
|
|
2018
Q4 | $14K | Buy |
700
+200
| +40% | +$3.41K | ﹤0.01% | 343 |
|
|
2018
Q3 | $9K | Sell |
500
-200
| -29% | -$3.83K | ﹤0.01% | 388 |
|
|
2018
Q2 | $15K | Hold |
700
| – | – | ﹤0.01% | 352 |
|
|
2018
Q1 | $14K | Hold |
700
| – | – | ﹤0.01% | 346 |
|
|
2017
Q4 | $15K | Hold |
700
| – | – | ﹤0.01% | 341 |
|
|
2017
Q3 | $13K | Hold |
700
| – | – | ﹤0.01% | 341 |
|
|
2017
Q2 | $14K | Hold |
700
| – | – | ﹤0.01% | 329 |
|
|
2017
Q1 | $15K | Buy |
700
+500
| +250% | +$10.4K | ﹤0.01% | 325 |
|
|
2016
Q4 | $4K | Sell |
200
-867
| -81% | -$18.1K | ﹤0.01% | 427 |
|
|
2016
Q3 | $29K | Buy |
1,067
+767
| +256% | +$21.1K | ﹤0.01% | 694 |
|
|
2016
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 380 |
|
|
2016
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 421 |
|
|
2015
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 436 |
|
|
2015
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 436 |
|
|
2015
Q2 | $5K | Sell |
300
-581
| -66% | -$11.2K | ﹤0.01% | 416 |
|
|
2015
Q1 | $17K | Buy |
881
+581
| +194% | +$12.4K | 0.01% | 310 |
|
|
2014
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 406 |
|
|
2014
Q3 | $6K | Sell |
300
-100
| -25% | -$2.49K | ﹤0.01% | 428 |
|
|
2014
Q2 | $11K | Hold |
400
| – | – | 0.01% | 342 |
|
|
2014
Q1 | $9K | Sell |
400
-108
| -21% | -$2.55K | ﹤0.01% | 340 |
|
|
2013
Q4 | $10K | Hold |
508
| – | – | 0.01% | 322 |
|
|
2013
Q3 | $13K | Buy |
+508
| New | +$12.1K | 0.01% | 287 |
|
Other funds holding WPM
JNBA Financial Advisors's WPM Position: Q4 2023 in Review
JNBA Financial Advisors sold out of Wheaton Precious Metals (WPM) in Q4 2023, closing a stake of 500 shares — an estimated $20.3K sold.
JNBA Financial Advisors first reported a position in WPM in Q3 2013 and held it in 41 quarters. The position peaked at $29K in Q3 2016. 538 funds tracked by Wall St. Rank hold WPM as of Q4 2023.
- JNBA Financial Advisors reported no remaining Wheaton Precious Metals position as of Q4 2023 after selling out during the quarter.
- JNBA Financial Advisors sold 500 Wheaton Precious Metals shares in Q4 2023, an estimated $20.3K.
- JNBA Financial Advisors first reported a position in Wheaton Precious Metals in Q3 2013 and held it in 41 quarters.
- JNBA Financial Advisors's Wheaton Precious Metals position peaked at $29K in Q3 2016.
- 538 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2023.
Based on JNBA Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.