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Carroll Financial Associates’s GraniteShares Platinum Shares PLTM Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$23K Hold
2,453
– – ﹤0.01% 935
2021
Q3 		$23K Buy
2,453
+86
+4% +$864 ﹤0.01% 957
2021
Q2 		$25K Sell
2,367
-48
-2% -$559 ﹤0.01% 1019
2021
Q1 		$28K Buy
+2,415
New +$27.7K ﹤0.01% 924

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IP
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CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carroll Financial Associates's PLTM Position: Q4 2021 in Review

Carroll Financial Associates held its GraniteShares Platinum Shares (PLTM) position steady in Q4 2021 at 2,453 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Carroll Financial Associates first reported a position in PLTM in Q1 2021 and has held it in 4 quarters since. The position peaked at $28K in Q1 2021. 17 funds tracked by Wall St. Rank hold PLTM as of Q4 2021.

  • Carroll Financial Associates held 2,453 shares of GraniteShares Platinum Shares worth $23K as of Q4 2021.
  • Carroll Financial Associates left its GraniteShares Platinum Shares share count unchanged in Q4 2021.
  • GraniteShares Platinum Shares made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #935 holding.
  • Carroll Financial Associates first reported a position in GraniteShares Platinum Shares in Q1 2021 and has held it in 4 quarters since.
  • Carroll Financial Associates's GraniteShares Platinum Shares position peaked at $28K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.