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Disciplined Investments’s GraniteShares Platinum Shares PLTM Stock Holding History

Disciplined Investments’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
2022
Q4 		– Sell
-4,200
Closed -$35K – 1677
2022
Q3 		$35K Hold
4,200
– – 0.02% 255
2022
Q2 		$37K Hold
4,200
– – 0.02% 250
2022
Q1 		$41K Buy
+4,200
New +$42.4K 0.02% 252

Other funds holding PLTM

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Disciplined Investments's PLTM Position: Q4 2022 in Review

Disciplined Investments sold out of GraniteShares Platinum Shares (PLTM) in Q4 2022, closing a stake of 4,200 shares — an estimated $35K sold.

Disciplined Investments first reported a position in PLTM in Q1 2022 and held it in 3 quarters. The position peaked at $41K in Q1 2022. 23 funds tracked by Wall St. Rank hold PLTM as of Q4 2022.

  • Disciplined Investments reported no remaining GraniteShares Platinum Shares position as of Q4 2022 after selling out during the quarter.
  • Disciplined Investments sold 4,200 GraniteShares Platinum Shares shares in Q4 2022, an estimated $35K.
  • Disciplined Investments first reported a position in GraniteShares Platinum Shares in Q1 2022 and held it in 3 quarters.
  • Disciplined Investments's GraniteShares Platinum Shares position peaked at $41K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q4 2022.

Based on Disciplined Investments's 13F filing for Q4 2022, filed 2 Feb 2023.