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Bedel Financial Consulting’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Bedel Financial Consulting’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
2021
Q4 		– Sell
-1,500
Closed -$14K – 1063
2021
Q3 		$14K Hold
1,500
– – ﹤0.01% 616
2021
Q2 		$15K Hold
1,500
– – 0.01% 603
2021
Q1 		$17K Buy
+1,500
New +$16.3K 0.01% 548

Other funds holding PPLT

CPH
C Partners Holding Zurich, Switzerland $330M AUM 11.92% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bedel Financial Consulting's PPLT Position: Q4 2021 in Review

Bedel Financial Consulting sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q4 2021, closing a stake of 1,500 shares — an estimated $14K sold.

Bedel Financial Consulting first reported a position in PPLT in Q1 2021 and held it in 3 quarters. The position peaked at $17K in Q1 2021. 106 funds tracked by Wall St. Rank hold PPLT as of Q4 2021.

  • Bedel Financial Consulting reported no remaining abrdn Physical Platinum Shares ETF position as of Q4 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,500 abrdn Physical Platinum Shares ETF shares in Q4 2021, an estimated $14K.
  • Bedel Financial Consulting first reported a position in abrdn Physical Platinum Shares ETF in Q1 2021 and held it in 3 quarters.
  • Bedel Financial Consulting's abrdn Physical Platinum Shares ETF position peaked at $17K in Q1 2021.
  • 106 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.