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

Brewin Dolphin 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
2022 Q1	–	Sell	-5,000	Closed	-$45K	–	381
2021 Q4	$45K	Hold	5,000	–	–	﹤0.01%	202
2021 Q3	$45.1K	Hold	5,000	–	–	0.01%	202
2021 Q2	$50.1K	Hold	5,000	–	–	0.01%	191
2021 Q1	$55.7K	Buy	+5,000	New	+$54.3K	0.01%	168

Other funds holding PPLT

CPH

C Partners Holding Zurich, Switzerland $330M AUM 11.92% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ANTB

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

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

Brewin Dolphin Wealth Management's PPLT Position: Q1 2022 in Review

Brewin Dolphin Wealth Management sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q1 2022, closing a stake of 5,000 shares — an estimated $45K sold.

Brewin Dolphin Wealth Management first reported a position in PPLT in Q1 2021 and held it in 4 quarters. The position peaked at $55.7K in Q1 2021. 99 funds tracked by Wall St. Rank hold PPLT as of Q1 2022.

Brewin Dolphin Wealth Management reported no remaining abrdn Physical Platinum Shares ETF position as of Q1 2022 after selling out during the quarter.
Brewin Dolphin Wealth Management sold 5,000 abrdn Physical Platinum Shares ETF shares in Q1 2022, an estimated $45K.
Brewin Dolphin Wealth Management first reported a position in abrdn Physical Platinum Shares ETF in Q1 2021 and held it in 4 quarters.
Brewin Dolphin Wealth Management's abrdn Physical Platinum Shares ETF position peaked at $55.7K in Q1 2021.
99 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q1 2022, filed 14 Nov 2022.