First Foundation Advisors’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

First Foundation 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
2023 Q1	–	Sell	-27,940	Closed	-$277K	–	412
2022 Q4	$277K	Sell	27,940 -1,140	-4%	-$10.3K	0.01%	316
2022 Q3	$232K	Hold	29,080	–	–	0.01%	326
2022 Q2	$242K	Hold	29,080	–	–	0.01%	345
2022 Q1	$267K	Hold	29,080	–	–	0.01%	354
2021 Q4	$261K	Hold	29,080	–	–	0.01%	364
2021 Q3	$262K	Hold	29,080	–	–	0.01%	364
2021 Q2	$292K	Hold	29,080	–	–	0.01%	366
2021 Q1	$324K	Hold	29,080	–	–	0.01%	329
2020 Q4	$293K	Hold	29,080	–	–	0.01%	341
2020 Q3	$244K	Buy	+29,080	New	+$248K	0.01%	327

Other funds holding PPLT

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

CPH

C Partners Holding Zurich, Switzerland $330M AUM 11.92% 1-Year Est. Return

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

HCM

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

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

HIG

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

ANTB

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

First Foundation Advisors's PPLT Position: Q1 2023 in Review

First Foundation Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q1 2023, closing a stake of 27,940 shares — an estimated $277K sold.

First Foundation Advisors first reported a position in PPLT in Q3 2020 and held it in 10 quarters. The position peaked at $324K in Q1 2021. 106 funds tracked by Wall St. Rank hold PPLT as of Q1 2023.

First Foundation Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q1 2023 after selling out during the quarter.
First Foundation Advisors sold 27,940 abrdn Physical Platinum Shares ETF shares in Q1 2023, an estimated $277K.
First Foundation Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q3 2020 and held it in 10 quarters.
First Foundation Advisors's abrdn Physical Platinum Shares ETF position peaked at $324K in Q1 2021.
106 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2023.

Based on First Foundation Advisors's 13F filing for Q1 2023, filed 12 May 2023.