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Lee Financial’s Wheaton Precious Metals WPM Stock Holding History

Lee Financial’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
2022
Q1 		– Sell
-381
Closed -$16K – 975
2021
Q4 		$16K Buy
+381
New +$15.7K ﹤0.01% 412

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Lee Financial's WPM Position: Q1 2022 in Review

Lee Financial sold out of Wheaton Precious Metals (WPM) in Q1 2022, closing a stake of 381 shares — an estimated $16K sold.

Lee Financial first reported a position in WPM in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 520 funds tracked by Wall St. Rank hold WPM as of Q1 2022.

  • Lee Financial reported no remaining Wheaton Precious Metals position as of Q1 2022 after selling out during the quarter.
  • Lee Financial sold 381 Wheaton Precious Metals shares in Q1 2022, an estimated $16K.
  • Lee Financial first reported a position in Wheaton Precious Metals in Q4 2021 and held it in 1 quarter.
  • Lee Financial's Wheaton Precious Metals position peaked at $16K in Q4 2021.
  • 520 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.