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Aquire Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History

Aquire Wealth Advisors’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
2022
Q1 		– Sell
-458
Closed -$7K – 184
2021
Q4 		$7K Buy
+458
New +$6.47K ﹤0.01% 139

Other funds holding PHYS

EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

Aquire Wealth Advisors's PHYS Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of Sprott Physical Gold (PHYS) in Q1 2022, closing a stake of 458 shares — an estimated $7K sold.

Aquire Wealth Advisors first reported a position in PHYS in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 378 funds tracked by Wall St. Rank hold PHYS as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining Sprott Physical Gold position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 458 Sprott Physical Gold shares in Q1 2022, an estimated $7K.
  • Aquire Wealth Advisors first reported a position in Sprott Physical Gold in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's Sprott Physical Gold position peaked at $7K in Q4 2021.
  • 378 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.