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Belpointe Asset Management’s GraniteShares Platinum Shares PLTM Stock Holding History

Belpointe Asset Management’s Portfolio PLTM Stock Details PLTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,998
Closed -$189K – 3824
2022
Q4 		$189K Buy
+17,998
New +$171K 0.01% 929

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LB
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VF
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Belpointe Asset Management's PLTM Position: Q1 2023 in Review

Belpointe Asset Management sold out of GraniteShares Platinum Shares (PLTM) in Q1 2023, closing a stake of 17,998 shares — an estimated $189K sold.

Belpointe Asset Management first reported a position in PLTM in Q4 2022 and held it in 1 quarter. The position peaked at $189K in Q4 2022. 24 funds tracked by Wall St. Rank hold PLTM as of Q1 2023.

  • Belpointe Asset Management reported no remaining GraniteShares Platinum Shares position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 17,998 GraniteShares Platinum Shares shares in Q1 2023, an estimated $189K.
  • Belpointe Asset Management first reported a position in GraniteShares Platinum Shares in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's GraniteShares Platinum Shares position peaked at $189K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.