Cary Street Partners Investment Advisory’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q2	–	Sell	-1,000	Closed	-$9.19K	–	1780
2023 Q1	$9.19K	Hold	1,000	–	–	﹤0.01%	1172
2022 Q4	$9.93K	Buy	+1,000	New	+$9.03K	﹤0.01%	1155

Other funds holding PPLT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPH

C Partners Holding Zurich, Switzerland $317M AUM 4.76% 1-Year Est. Return

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cary Street Partners Investment Advisory's PPLT Position: Q2 2023 in Review

Cary Street Partners Investment Advisory sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q2 2023, closing a stake of 1,000 shares — an estimated $9.19K sold.

Cary Street Partners Investment Advisory first reported a position in PPLT in Q4 2022 and held it in 2 quarters. The position peaked at $9.93K in Q4 2022. 104 funds tracked by Wall St. Rank hold PPLT as of Q2 2023.

Cary Street Partners Investment Advisory reported no remaining abrdn Physical Platinum Shares ETF position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,000 abrdn Physical Platinum Shares ETF shares in Q2 2023, an estimated $9.19K.
Cary Street Partners Investment Advisory first reported a position in abrdn Physical Platinum Shares ETF in Q4 2022 and held it in 2 quarters.
Cary Street Partners Investment Advisory's abrdn Physical Platinum Shares ETF position peaked at $9.93K in Q4 2022.
104 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.