TCI Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-100
| Closed | -$4.82K | – | 2250 |
|
|
2023
Q1 | $4.82K | Hold |
100
| – | – | ﹤0.01% | 1557 |
|
|
2022
Q4 | $3.91K | Hold |
100
| – | – | ﹤0.01% | 1691 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1858 |
|
|
2022
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 1714 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1617 |
|
|
2021
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 1920 |
|
|
2021
Q3 | $4K | Sell |
100
-50
| -33% | -$2.18K | ﹤0.01% | 1836 |
|
|
2021
Q2 | $7K | Buy |
150
+50
| +50% | +$2.22K | ﹤0.01% | 1250 |
|
|
2021
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 1438 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 1026 |
|
|
2020
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 797 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 847 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 936 |
|
|
2019
Q4 | $3K | Sell |
100
-46
| -32% | -$1.26K | ﹤0.01% | 1062 |
|
|
2019
Q3 | $4K | Buy |
146
+46
| +46% | +$1.24K | ﹤0.01% | 902 |
|
|
2019
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1086 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1098 |
|
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1076 |
|
|
2018
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1101 |
|
|
2018
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1164 |
|
|
2018
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1030 |
|
|
2017
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1077 |
|
|
2017
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1011 |
|
|
2017
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1040 |
|
|
2017
Q1 | $2K | Sell |
100
-250
| -71% | -$5.2K | ﹤0.01% | 992 |
|
|
2016
Q4 | $7K | Sell |
350
-250
| -42% | -$5.21K | ﹤0.01% | 713 |
|
|
2016
Q3 | $16K | Hold |
600
| – | – | 0.01% | 479 |
|
|
2016
Q2 | $14K | Hold |
600
| – | – | 0.01% | 492 |
|
|
2016
Q1 | $10K | Hold |
600
| – | – | 0.01% | 587 |
|
|
2015
Q4 | $7K | Hold |
600
| – | – | ﹤0.01% | 660 |
|
|
2015
Q3 | $7K | Hold |
600
| – | – | ﹤0.01% | 580 |
|
|
2015
Q2 | $10K | Hold |
600
| – | – | 0.01% | 528 |
|
|
2015
Q1 | $11K | Sell |
600
-135
| -18% | -$2.87K | 0.01% | 448 |
|
|
2014
Q4 | $15K | Buy |
735
+135
| +23% | +$2.68K | 0.01% | 390 |
|
|
2014
Q3 | $12K | Hold |
600
| – | – | 0.01% | 419 |
|
|
2014
Q2 | $16K | Hold |
600
| – | – | 0.01% | 384 |
|
|
2014
Q1 | $14K | Hold |
600
| – | – | 0.01% | 374 |
|
|
2013
Q4 | $12K | Sell |
600
-500
| -45% | -$10.9K | 0.01% | 400 |
|
|
2013
Q3 | $27K | Buy |
1,100
+500
| +83% | +$11.9K | 0.02% | 263 |
|
|
2013
Q2 | $12K | Buy |
+600
| New | +$14.3K | 0.01% | 353 |
|
Other funds holding WPM
VNIM
TCI Wealth Advisors's WPM Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q2 2023, closing a stake of 100 shares — an estimated $4.82K sold.
TCI Wealth Advisors first reported a position in WPM in Q2 2013 and held it in 40 quarters. The position peaked at $27K in Q3 2013. 509 funds tracked by Wall St. Rank hold WPM as of Q2 2023.
- TCI Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 100 Wheaton Precious Metals shares in Q2 2023, an estimated $4.82K.
- TCI Wealth Advisors first reported a position in Wheaton Precious Metals in Q2 2013 and held it in 40 quarters.
- TCI Wealth Advisors's Wheaton Precious Metals position peaked at $27K in Q3 2013.
- 509 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.