Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Wheaton Precious Metals WPM Stock Holding History

Kovitz Investment Group 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
2021
Q3 		– Sell
-20,000
Closed -$881K – 451
2021
Q2 		$881K Buy
+20,000
New +$890K 0.02% 311

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Kovitz Investment Group Partners's WPM Position: Q3 2021 in Review

Kovitz Investment Group Partners sold out of Wheaton Precious Metals (WPM) in Q3 2021, closing a stake of 20,000 shares — an estimated $881K sold.

Kovitz Investment Group Partners first reported a position in WPM in Q2 2021 and held it in 1 quarter. The position peaked at $881K in Q2 2021. 471 funds tracked by Wall St. Rank hold WPM as of Q3 2021.

  • Kovitz Investment Group Partners reported no remaining Wheaton Precious Metals position as of Q3 2021 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 20,000 Wheaton Precious Metals shares in Q3 2021, an estimated $881K.
  • Kovitz Investment Group Partners first reported a position in Wheaton Precious Metals in Q2 2021 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Wheaton Precious Metals position peaked at $881K in Q2 2021.
  • 471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2021.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2021, filed 28 Oct 2021.