DHGWA
PPLT

Dixon Hughes Goodman Wealth Advisors’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		– Sell
-370
Closed -$3K – 1032
2021
Q4 		$3K Buy
+370
New +$3.44K ﹤0.01% 643

Other funds holding PPLT

CPH
C Partners Holding Zurich, Switzerland $317M AUM 4.76% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's PPLT Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q1 2022, closing a stake of 370 shares — an estimated $3K sold.

Dixon Hughes Goodman Wealth Advisors first reported a position in PPLT in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 100 funds tracked by Wall St. Rank hold PPLT as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q1 2022 after selling out during the quarter.
  • Dixon Hughes Goodman Wealth Advisors sold 370 abrdn Physical Platinum Shares ETF shares in Q1 2022, an estimated $3K.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q4 2021 and held it in 1 quarter.
  • Dixon Hughes Goodman Wealth Advisors's abrdn Physical Platinum Shares ETF position peaked at $3K in Q4 2021.
  • 100 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.