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Retirement Planning Company of New England’s Wheaton Precious Metals WPM Stock Holding History

Retirement Planning Company of New England’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
-544
Closed -$23K – 894
2021
Q4 		$23K Buy
+544
New +$22.4K 0.01% 514

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Retirement Planning Company of New England's WPM Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Wheaton Precious Metals (WPM) in Q1 2022, closing a stake of 544 shares — an estimated $23K sold.

Retirement Planning Company of New England first reported a position in WPM in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 520 funds tracked by Wall St. Rank hold WPM as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Wheaton Precious Metals position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 544 Wheaton Precious Metals shares in Q1 2022, an estimated $23K.
  • Retirement Planning Company of New England first reported a position in Wheaton Precious Metals in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Wheaton Precious Metals position peaked at $23K in Q4 2021.
  • 520 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.