BerganKDV Wealth Management’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

BerganKDV Wealth Management’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
2020 Q1	–	Sell	-1,060	Closed	-$10K	–	988
2019 Q4	$10K	Hold	1,060	–	–	﹤0.01%	531
2019 Q3	$9K	Buy	1,060 +650	+159%	+$5.41K	﹤0.01%	514
2019 Q2	$3K	Buy	+410	New	+$3.27K	﹤0.01%	644

Other funds holding PPLT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return

GCM

Gabalex Capital Management New York $181M AUM 9.55% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BerganKDV Wealth Management's PPLT Position: Q1 2020 in Review

BerganKDV Wealth Management sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q1 2020, closing a stake of 1,060 shares — an estimated $10K sold.

BerganKDV Wealth Management first reported a position in PPLT in Q2 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 57 funds tracked by Wall St. Rank hold PPLT as of Q1 2020.

BerganKDV Wealth Management reported no remaining abrdn Physical Platinum Shares ETF position as of Q1 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 1,060 abrdn Physical Platinum Shares ETF shares in Q1 2020, an estimated $10K.
BerganKDV Wealth Management first reported a position in abrdn Physical Platinum Shares ETF in Q2 2019 and held it in 3 quarters.
BerganKDV Wealth Management's abrdn Physical Platinum Shares ETF position peaked at $10K in Q4 2019.
57 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2020.

Based on BerganKDV Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.