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WealthPlan Investment Management’s Wheaton Precious Metals WPM Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-391
Closed -$16.9K – 362
2023
Q2 		$16.9K Buy
+391
New +$18.6K 0.01% 257

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WealthPlan Investment Management's WPM Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Wheaton Precious Metals (WPM) in Q3 2023, closing a stake of 391 shares — an estimated $16.9K sold.

WealthPlan Investment Management first reported a position in WPM in Q2 2023 and held it in 1 quarter. The position peaked at $16.9K in Q2 2023. 487 funds tracked by Wall St. Rank hold WPM as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Wheaton Precious Metals position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 391 Wheaton Precious Metals shares in Q3 2023, an estimated $16.9K.
  • WealthPlan Investment Management first reported a position in Wheaton Precious Metals in Q2 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Wheaton Precious Metals position peaked at $16.9K in Q2 2023.
  • 487 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.