Belpointe Asset Management’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-265	Closed	-$3.24K	–	2986
2023 Q1	$3.24K	Hold	265	–	–	﹤0.01%	3170
2022 Q4	$3.61K	Buy	+265	New	+$3.68K	﹤0.01%	3045
2019 Q2	–	Sell	-11,372	Closed	-$121K	–	647
2019 Q1	$121K	Buy	+11,372	New	+$124K	0.02%	398
2018 Q2	–	Sell	-15,981	Closed	-$136K	–	383
2018 Q1	$136K	Buy	+15,981	New	+$147K	0.04%	325

Other funds holding SPPP

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

PAMP

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

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

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

Belpointe Asset Management's SPPP Position: Q2 2023 in Review

Belpointe Asset Management sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q2 2023, closing a stake of 265 shares — an estimated $3.24K sold.

Belpointe Asset Management first reported a position in SPPP in Q1 2018 and held it in 4 quarters. The position peaked at $136K in Q1 2018. 46 funds tracked by Wall St. Rank hold SPPP as of Q2 2023.

Belpointe Asset Management reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 265 Sprott Physical Platinum and Palladium Trust shares in Q2 2023, an estimated $3.24K.
Belpointe Asset Management first reported a position in Sprott Physical Platinum and Palladium Trust in Q1 2018 and held it in 4 quarters.
Belpointe Asset Management's Sprott Physical Platinum and Palladium Trust position peaked at $136K in Q1 2018.
46 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.