GI
PLG

Gradient Investments’s Platinum Group Metals PLG Stock Holding History

Gradient Investments’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
2023
Q2 		– Sell
-66
Closed -$94 – 1858
2023
Q1 		$94 Hold
66
– – ﹤0.01% 1444
2022
Q4 		$115 Hold
66
– – ﹤0.01% 1427
2022
Q3 		$0 Hold
66
– – ﹤0.01% 1497
2022
Q2 		$0 Buy
+66
New +$114 ﹤0.01% 1341

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Gradient Investments's PLG Position: Q2 2023 in Review

Gradient Investments sold out of Platinum Group Metals (PLG) in Q2 2023, closing a stake of 66 shares — an estimated $94 sold.

Gradient Investments first reported a position in PLG in Q2 2022 and held it in 4 quarters. The position peaked at $115 in Q4 2022. 39 funds tracked by Wall St. Rank hold PLG as of Q2 2023.

  • Gradient Investments reported no remaining Platinum Group Metals position as of Q2 2023 after selling out during the quarter.
  • Gradient Investments sold 66 Platinum Group Metals shares in Q2 2023, an estimated $94.
  • Gradient Investments first reported a position in Platinum Group Metals in Q2 2022 and held it in 4 quarters.
  • Gradient Investments's Platinum Group Metals position peaked at $115 in Q4 2022.
  • 39 funds tracked by Wall St. Rank held Platinum Group Metals as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.