CSPIA
PLG

Cary Street Partners Investment Advisory’s Platinum Group Metals PLG Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio PLG Stock Details PLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,500
Closed -$1.7K – 1491
2023
Q3 		$1.7K Hold
1,500
– – ﹤0.01% 1686
2023
Q2 		$2.13K Hold
1,500
– – ﹤0.01% 1579
2023
Q1 		$2.15K Hold
1,500
– – ﹤0.01% 1492
2022
Q4 		$2.61K Buy
+1,500
New +$2.48K ﹤0.01% 1464

Other funds holding PLG

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
CU
CQS (US) New York $367M AUM 8.85% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cary Street Partners Investment Advisory's PLG Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Platinum Group Metals (PLG) in Q4 2023, closing a stake of 1,500 shares — an estimated $1.7K sold.

Cary Street Partners Investment Advisory first reported a position in PLG in Q4 2022 and held it in 4 quarters. The position peaked at $2.61K in Q4 2022. 34 funds tracked by Wall St. Rank hold PLG as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Platinum Group Metals position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,500 Platinum Group Metals shares in Q4 2023, an estimated $1.7K.
  • Cary Street Partners Investment Advisory first reported a position in Platinum Group Metals in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Platinum Group Metals position peaked at $2.61K in Q4 2022.
  • 34 funds tracked by Wall St. Rank held Platinum Group Metals as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.