FWM
PLG

Focused Wealth Management’s Platinum Group Metals PLG Stock Holding History

Focused Wealth Management’s Portfolio PLG Stock Details PLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-75
Closed -$86 – 748
2023
Q4 		$86 Hold
75
– – ﹤0.01% 981
2023
Q3 		$85 Buy
+75
New +$96 ﹤0.01% 991

Other funds holding PLG

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
CU
CQS (US) New York $367M AUM 8.85% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Focused Wealth Management's PLG Position: Q1 2024 in Review

Focused Wealth Management sold out of Platinum Group Metals (PLG) in Q1 2024, closing a stake of 75 shares — an estimated $86 sold.

Focused Wealth Management first reported a position in PLG in Q3 2023 and held it in 2 quarters. The position peaked at $86 in Q4 2023. 35 funds tracked by Wall St. Rank hold PLG as of Q1 2024.

  • Focused Wealth Management reported no remaining Platinum Group Metals position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 75 Platinum Group Metals shares in Q1 2024, an estimated $86.
  • Focused Wealth Management first reported a position in Platinum Group Metals in Q3 2023 and held it in 2 quarters.
  • Focused Wealth Management's Platinum Group Metals position peaked at $86 in Q4 2023.
  • 35 funds tracked by Wall St. Rank held Platinum Group Metals as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.