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McClarren Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History

McClarren Financial 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
Q3 		– Sell
-837
Closed -$36K – 345
2021
Q2 		$36K Buy
+837
New +$37.2K 0.03% 141

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Royal Bank of Canada
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Mirae Asset Global Investments
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Connor, Clark & Lunn Investment Management (CC&L)
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McClarren Financial Advisors's WPM Position: Q3 2021 in Review

McClarren Financial Advisors sold out of Wheaton Precious Metals (WPM) in Q3 2021, closing a stake of 837 shares — an estimated $36K sold.

McClarren Financial Advisors first reported a position in WPM in Q2 2021 and held it in 1 quarter. The position peaked at $36K in Q2 2021. 471 funds tracked by Wall St. Rank hold WPM as of Q3 2021.

  • McClarren Financial Advisors reported no remaining Wheaton Precious Metals position as of Q3 2021 after selling out during the quarter.
  • McClarren Financial Advisors sold 837 Wheaton Precious Metals shares in Q3 2021, an estimated $36K.
  • McClarren Financial Advisors first reported a position in Wheaton Precious Metals in Q2 2021 and held it in 1 quarter.
  • McClarren Financial Advisors's Wheaton Precious Metals position peaked at $36K in Q2 2021.
  • 471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2021.

Based on McClarren Financial Advisors's 13F filing for Q3 2021, filed 15 Oct 2021.