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

Laidlaw 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
2021
Q1 		– Sell
-5,170
Closed -$216K – 374
2020
Q4 		$216K Buy
+5,170
New +$231K 0.05% 324

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Laidlaw Wealth Management's WPM Position: Q1 2021 in Review

Laidlaw Wealth Management sold out of Wheaton Precious Metals (WPM) in Q1 2021, closing a stake of 5,170 shares — an estimated $216K sold.

Laidlaw Wealth Management first reported a position in WPM in Q4 2020 and held it in 1 quarter. The position peaked at $216K in Q4 2020. 471 funds tracked by Wall St. Rank hold WPM as of Q1 2021.

  • Laidlaw Wealth Management reported no remaining Wheaton Precious Metals position as of Q1 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 5,170 Wheaton Precious Metals shares in Q1 2021, an estimated $216K.
  • Laidlaw Wealth Management first reported a position in Wheaton Precious Metals in Q4 2020 and held it in 1 quarter.
  • Laidlaw Wealth Management's Wheaton Precious Metals position peaked at $216K in Q4 2020.
  • 471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2021.

Based on Laidlaw Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.