Aspire Private Capital’s Platinum Group Metals PLG Stock Holding History

Aspire Private Capital’s Portfolio PLG Stock Details PLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,700	Closed	-$2.43K	–	503
2024 Q3	$2.43K	Hold	1,700	–	–	﹤0.01%	533
2024 Q2	$2.89K	Hold	1,700	–	–	﹤0.01%	527
2024 Q1	$1.99K	Hold	1,700	–	–	﹤0.01%	581
2023 Q4	$1.93K	Buy	1,700 +600	+55%	+$648	﹤0.01%	566
2023 Q3	$1.24K	Hold	1,100	–	–	﹤0.01%	591
2023 Q2	$1.56K	Hold	1,100	–	–	﹤0.01%	558
2023 Q1	$1.57K	Hold	1,100	–	–	﹤0.01%	549
2022 Q4	$1.91K	Hold	1,100	–	–	﹤0.01%	528
2022 Q3	$2K	Hold	1,100	–	–	﹤0.01%	523
2022 Q2	$1K	Buy	1,100 +370	+51%	+$637	﹤0.01%	566
2022 Q1	$2K	Hold	730	–	–	﹤0.01%	509
2021 Q4	$1K	Buy	730 +230	+46%	+$523	﹤0.01%	598
2021 Q3	$1K	Buy	+500	New	+$1.39K	﹤0.01%	561
2021 Q1	–	Sell	-500	Closed	-$2K	–	594
2020 Q4	$2K	Sell	500 -500	-50%	-$1.44K	﹤0.01%	387
2020 Q3	$2K	Buy	+1,000	New	+$2.02K	﹤0.01%	391

Other funds holding PLG

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

TWPM

Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM

Aspire Private Capital's PLG Position: Q4 2024 in Review

Aspire Private Capital sold out of Platinum Group Metals (PLG) in Q4 2024, closing a stake of 1,700 shares — an estimated $2.43K sold.

Aspire Private Capital first reported a position in PLG in Q3 2020 and held it in 15 quarters. The position peaked at $2.89K in Q2 2024. 48 funds tracked by Wall St. Rank hold PLG as of Q4 2024.

Aspire Private Capital reported no remaining Platinum Group Metals position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 1,700 Platinum Group Metals shares in Q4 2024, an estimated $2.43K.
Aspire Private Capital first reported a position in Platinum Group Metals in Q3 2020 and held it in 15 quarters.
Aspire Private Capital's Platinum Group Metals position peaked at $2.89K in Q2 2024.
48 funds tracked by Wall St. Rank held Platinum Group Metals as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.