Financial Gravity Asset Management’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Financial Gravity Asset Management’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 Q1	–	Hold	0	–	–	–	1124
2023 Q4	–	Hold	0	–	–	–	1251
2021 Q3	–	Hold	0	–	–	–	382
2019 Q4	–	Sell	-130	Closed	-$1K	–	1632
2019 Q3	$1K	Hold	130	–	–	﹤0.01%	1089
2019 Q2	$1K	Hold	130	–	–	﹤0.01%	1113
2019 Q1	$1K	Buy	+130	New	+$1.01K	﹤0.01%	1164
2018 Q3	$4K	Buy	470 +10	+2%	+$77	﹤0.01%	794
2018 Q2	$4K	Buy	+460	New	+$3.96K	﹤0.01%	843

Other funds holding PPLT

HIG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CANY

Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Financial Gravity Asset Management's PPLT Position: Q1 2024 in Review

Financial Gravity Asset Management held its abrdn Physical Platinum Shares ETF (PPLT) position steady in Q1 2024 at 0 shares worth $13. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Financial Gravity Asset Management first reported a position in PPLT in Q2 2018 and has held it in 5 quarters since. The position peaked at $4K in Q3 2018. 94 funds tracked by Wall St. Rank hold PPLT as of Q1 2024.

Financial Gravity Asset Management held 0 shares of abrdn Physical Platinum Shares ETF worth $13 as of Q1 2024.
Financial Gravity Asset Management left its abrdn Physical Platinum Shares ETF share count unchanged in Q1 2024.
abrdn Physical Platinum Shares ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1124 holding.
Financial Gravity Asset Management first reported a position in abrdn Physical Platinum Shares ETF in Q2 2018 and has held it in 5 quarters since.
Financial Gravity Asset Management's abrdn Physical Platinum Shares ETF position peaked at $4K in Q3 2018.
94 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.