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Keebeck Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Keebeck Wealth 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
2020
Q3 		– Sell
-300
Closed -$13K – 363
2020
Q2 		$13K Buy
+300
New +$11.8K ﹤0.01% 301

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Keebeck Wealth Management's WPM Position: Q3 2020 in Review

Keebeck Wealth Management sold out of Wheaton Precious Metals (WPM) in Q3 2020, closing a stake of 300 shares — an estimated $13K sold.

Keebeck Wealth Management first reported a position in WPM in Q2 2020 and held it in 1 quarter. The position peaked at $13K in Q2 2020. 450 funds tracked by Wall St. Rank hold WPM as of Q3 2020.

  • Keebeck Wealth Management reported no remaining Wheaton Precious Metals position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 300 Wheaton Precious Metals shares in Q3 2020, an estimated $13K.
  • Keebeck Wealth Management first reported a position in Wheaton Precious Metals in Q2 2020 and held it in 1 quarter.
  • Keebeck Wealth Management's Wheaton Precious Metals position peaked at $13K in Q2 2020.
  • 450 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.