BPA
PPLT

Beacon Pointe Advisors’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Beacon Pointe Advisors’s Portfolio PPLT Stock Details PPLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-51,370
Closed -$468K – 1398
2023
Q4 		$468K Sell
51,370
-78,370
-60% -$661K 0.01% 924
2023
Q3 		$1.08M Buy
+129,740
New +$1.11M 0.01% 606

Other funds holding PPLT

HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CANY
Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Beacon Pointe Advisors's PPLT Position: Q1 2024 in Review

Beacon Pointe Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q1 2024, closing a stake of 51,370 shares — an estimated $468K sold.

Beacon Pointe Advisors first reported a position in PPLT in Q3 2023 and held it in 2 quarters. The position peaked at $1.08M in Q3 2023. 95 funds tracked by Wall St. Rank hold PPLT as of Q1 2024.

  • Beacon Pointe Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q1 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 51,370 abrdn Physical Platinum Shares ETF shares in Q1 2024, an estimated $468K.
  • Beacon Pointe Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q3 2023 and held it in 2 quarters.
  • Beacon Pointe Advisors's abrdn Physical Platinum Shares ETF position peaked at $1.08M in Q3 2023.
  • 95 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2024.

Based on Beacon Pointe Advisors's 13F filing for Q1 2024, filed 14 May 2024.