ATWA
PHYS icon

Arbor Trust Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History

Arbor Trust 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
Q3 		– Sell
-14,938
Closed -$212K – 101
2022
Q2 		$212K Buy
+14,938
New +$220K 0.15% 96

Other funds holding PHYS

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
SC
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return

Arbor Trust Wealth Advisors's PHYS Position: Q3 2022 in Review

Arbor Trust Wealth Advisors sold out of Sprott Physical Gold (PHYS) in Q3 2022, closing a stake of 14,938 shares — an estimated $212K sold.

Arbor Trust Wealth Advisors first reported a position in PHYS in Q2 2022 and held it in 1 quarter. The position peaked at $212K in Q2 2022. 364 funds tracked by Wall St. Rank hold PHYS as of Q3 2022.

  • Arbor Trust Wealth Advisors reported no remaining Sprott Physical Gold position as of Q3 2022 after selling out during the quarter.
  • Arbor Trust Wealth Advisors sold 14,938 Sprott Physical Gold shares in Q3 2022, an estimated $212K.
  • Arbor Trust Wealth Advisors first reported a position in Sprott Physical Gold in Q2 2022 and held it in 1 quarter.
  • Arbor Trust Wealth Advisors's Sprott Physical Gold position peaked at $212K in Q2 2022.
  • 364 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2022.

Based on Arbor Trust Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.