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

Tobias 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
2020
Q1 		– Sell
-100
Closed -$2K – 297
2019
Q4 		$2K Buy
+100
New +$2.73K ﹤0.01% 262

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Tobias Financial Advisors's WPM Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2020, closing a stake of 100 shares — an estimated $2K sold.

Tobias Financial Advisors first reported a position in WPM in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 383 funds tracked by Wall St. Rank hold WPM as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Wheaton Precious Metals position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 100 Wheaton Precious Metals shares in Q1 2020, an estimated $2K.
  • Tobias Financial Advisors first reported a position in Wheaton Precious Metals in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Wheaton Precious Metals position peaked at $2K in Q4 2019.
  • 383 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.