CP
PPLT

Castleview Partners’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Castleview Partners’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
2024
Q3 		– Sell
-250
Closed -$2.29K – 815
2024
Q2 		$2.29K Hold
250
– – ﹤0.01% 723
2024
Q1 		$2.09K Hold
250
– – ﹤0.01% 735
2023
Q4 		$2.28K Hold
250
– – ﹤0.01% 692
2023
Q3 		$2.09K Hold
250
– – ﹤0.01% 554
2023
Q2 		$2.09K Hold
250
– – ﹤0.01% 581
2023
Q1 		$2.3K Buy
+250
New +$2.3K ﹤0.01% 561
2022
Q3 		– Sell
-3,000
Closed -$25.6K – 717
2022
Q2 		$25.6K Buy
3,000
+2,450
+445% +$21.8K 0.02% 369
2022
Q1 		$5K Buy
+550
New +$5.27K ﹤0.01% 571
2021
Q2 		$6K Buy
+550
New +$6.08K ﹤0.01% 777

Other funds holding PPLT

HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Castleview Partners's PPLT Position: Q3 2024 in Review

Castleview Partners sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q3 2024, closing a stake of 250 shares — an estimated $2.29K sold.

Castleview Partners first reported a position in PPLT in Q2 2021 and held it in 9 quarters. The position peaked at $25.6K in Q2 2022. 117 funds tracked by Wall St. Rank hold PPLT as of Q3 2024.

  • Castleview Partners reported no remaining abrdn Physical Platinum Shares ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 250 abrdn Physical Platinum Shares ETF shares in Q3 2024, an estimated $2.29K.
  • Castleview Partners first reported a position in abrdn Physical Platinum Shares ETF in Q2 2021 and held it in 9 quarters.
  • Castleview Partners's abrdn Physical Platinum Shares ETF position peaked at $25.6K in Q2 2022.
  • 117 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.