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

Reston 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
2024
Q4 		– Sell
-135
Closed -$8.25K – 437
2024
Q3 		$8.25K Buy
+135
New +$8.03K ﹤0.01% 268

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Royal Bank of Canada
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Reston Wealth Management's WPM Position: Q4 2024 in Review

Reston Wealth Management sold out of Wheaton Precious Metals (WPM) in Q4 2024, closing a stake of 135 shares — an estimated $8.25K sold.

Reston Wealth Management first reported a position in WPM in Q3 2024 and held it in 1 quarter. The position peaked at $8.25K in Q3 2024. 628 funds tracked by Wall St. Rank hold WPM as of Q4 2024.

  • Reston Wealth Management reported no remaining Wheaton Precious Metals position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 135 Wheaton Precious Metals shares in Q4 2024, an estimated $8.25K.
  • Reston Wealth Management first reported a position in Wheaton Precious Metals in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Wheaton Precious Metals position peaked at $8.25K in Q3 2024.
  • 628 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.