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Lebenthal Global Advisors’s Wheaton Precious Metals WPM Stock Holding History

Lebenthal Global Advisors’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
-500
Closed -$20K – 543
2020
Q4 		$20K Buy
+500
New +$22.3K 0.01% 377

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Lebenthal Global Advisors's WPM Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2021, closing a stake of 500 shares — an estimated $20K sold.

Lebenthal Global Advisors first reported a position in WPM in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 471 funds tracked by Wall St. Rank hold WPM as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Wheaton Precious Metals position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 500 Wheaton Precious Metals shares in Q1 2021, an estimated $20K.
  • Lebenthal Global Advisors first reported a position in Wheaton Precious Metals in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Wheaton Precious Metals position peaked at $20K in Q4 2020.
  • 471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.