CAAS
PLAT

Capital Asset Advisory Services’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

Capital Asset Advisory Services’s Portfolio PLAT Stock Details PLAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-258
Closed -$11K – 1582
2020
Q4 		$11K Buy
+258
New +$10.4K ﹤0.01% 1085

Other funds holding PLAT

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EAM
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IA
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CAPTRUST Financial Advisors
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TCWA
Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Capital Asset Advisory Services's PLAT Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of WisdomTree Growth Leaders Fund (PLAT) in Q1 2021, closing a stake of 258 shares — an estimated $11K sold.

Capital Asset Advisory Services first reported a position in PLAT in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 9 funds tracked by Wall St. Rank hold PLAT as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining WisdomTree Growth Leaders Fund position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 258 WisdomTree Growth Leaders Fund shares in Q1 2021, an estimated $11K.
  • Capital Asset Advisory Services first reported a position in WisdomTree Growth Leaders Fund in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's WisdomTree Growth Leaders Fund position peaked at $11K in Q4 2020.
  • 9 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.