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3Chopt Investment Partners’s Sprott Physical Gold PHYS Stock Holding History

3Chopt Investment Partners’s Portfolio PHYS Stock Details PHYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,015
Closed -$164K – 115
2023
Q2 		$164K Sell
11,015
-3,277
-23% -$50.6K 0.08% 134
2023
Q1 		$221K Buy
+14,292
New +$210K 0.12% 136

Other funds holding PHYS

QP
Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

3Chopt Investment Partners's PHYS Position: Q3 2023 in Review

3Chopt Investment Partners sold out of Sprott Physical Gold (PHYS) in Q3 2023, closing a stake of 11,015 shares — an estimated $164K sold.

3Chopt Investment Partners first reported a position in PHYS in Q1 2023 and held it in 2 quarters. The position peaked at $221K in Q1 2023. 387 funds tracked by Wall St. Rank hold PHYS as of Q3 2023.

  • 3Chopt Investment Partners reported no remaining Sprott Physical Gold position as of Q3 2023 after selling out during the quarter.
  • 3Chopt Investment Partners sold 11,015 Sprott Physical Gold shares in Q3 2023, an estimated $164K.
  • 3Chopt Investment Partners first reported a position in Sprott Physical Gold in Q1 2023 and held it in 2 quarters.
  • 3Chopt Investment Partners's Sprott Physical Gold position peaked at $221K in Q1 2023.
  • 387 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2023.

Based on 3Chopt Investment Partners's 13F filing for Q3 2023, filed 15 Nov 2023.