Baldwin Wealth Partners’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Baldwin Wealth Partners’s Portfolio SPPP Stock Details SPPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,000	Closed	-$9.82K	–	894
2024 Q3	$9.82K	Hold	1,000	–	–	﹤0.01%	800
2024 Q2	$9.77K	Hold	1,000	–	–	﹤0.01%	546
2024 Q1	$9.65K	Hold	1,000	–	–	﹤0.01%	559
2023 Q4	$10.1K	Hold	1,000	–	–	﹤0.01%	573
2023 Q3	$10.8K	Hold	1,000	–	–	﹤0.01%	572
2023 Q2	$10.9K	Hold	1,000	–	–	﹤0.01%	590
2023 Q1	$12.2K	Hold	1,000	–	–	﹤0.01%	599
2022 Q4	$13.6K	Hold	1,000	–	–	﹤0.01%	580
2022 Q3	$14K	Hold	1,000	–	–	﹤0.01%	486
2022 Q2	$13K	Buy	+1,000	New	+$14.5K	﹤0.01%	513

Other funds holding SPPP

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baldwin Wealth Partners's SPPP Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q4 2024, closing a stake of 1,000 shares — an estimated $9.82K sold.

Baldwin Wealth Partners first reported a position in SPPP in Q2 2022 and held it in 10 quarters. The position peaked at $14K in Q3 2022. 56 funds tracked by Wall St. Rank hold SPPP as of Q4 2024.

Baldwin Wealth Partners reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,000 Sprott Physical Platinum and Palladium Trust shares in Q4 2024, an estimated $9.82K.
Baldwin Wealth Partners first reported a position in Sprott Physical Platinum and Palladium Trust in Q2 2022 and held it in 10 quarters.
Baldwin Wealth Partners's Sprott Physical Platinum and Palladium Trust position peaked at $14K in Q3 2022.
56 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.