Foresight Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Foresight Wealth Management’s Portfolio PHYS Stock Details PHYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-17,521	Closed	-$248K	–	121
2022 Q2	$248K	Hold	17,521	–	–	0.05%	89
2022 Q1	$269K	Hold	17,521	–	–	0.05%	87
2021 Q4	$252K	Sell	17,521 -447	-2%	-$6.32K	﹤0.01%	108
2021 Q3	$248K	Hold	17,968	–	–	0.05%	102
2021 Q2	$252K	Hold	17,968	–	–	0.06%	102
2021 Q1	$241K	Sell	17,968 -7,500	-29%	-$106K	0.06%	96
2020 Q4	$384K	Buy	25,468 +7,500	+42%	+$111K	0.1%	82
2020 Q3	$270K	Sell	17,968 -5,153	-22%	-$78.7K	0.09%	75
2020 Q2	$331K	Buy	+23,121	New	+$319K	0.15%	70

Other funds holding PHYS

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return