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Advocate Group’s Sprott Physical Gold PHYS Stock Holding History

Advocate Group’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
2024
Q3 		– Sell
-10,884
Closed -$197K – 124
2024
Q2 		$197K Buy
+10,884
New +$197K 0.04% 119

Other funds holding PHYS

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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Advocate Group's PHYS Position: Q3 2024 in Review

Advocate Group sold out of Sprott Physical Gold (PHYS) in Q3 2024, closing a stake of 10,884 shares — an estimated $197K sold.

Advocate Group first reported a position in PHYS in Q2 2024 and held it in 1 quarter. The position peaked at $197K in Q2 2024. 464 funds tracked by Wall St. Rank hold PHYS as of Q3 2024.

  • Advocate Group reported no remaining Sprott Physical Gold position as of Q3 2024 after selling out during the quarter.
  • Advocate Group sold 10,884 Sprott Physical Gold shares in Q3 2024, an estimated $197K.
  • Advocate Group first reported a position in Sprott Physical Gold in Q2 2024 and held it in 1 quarter.
  • Advocate Group's Sprott Physical Gold position peaked at $197K in Q2 2024.
  • 464 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2024.

Based on Advocate Group's 13F filing for Q3 2024, filed 9 Oct 2024.