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Guardian Wealth Advisors (North Carolina)’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2022
Q1 		– Sell
-51,930
Closed -$467K – 275
2021
Q4 		$467K Buy
+51,930
New +$483K 0.2% 94

Other funds holding PPLT

CPH
C Partners Holding Zurich, Switzerland $330M AUM 11.92% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PPLT Position: Q1 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q1 2022, closing a stake of 51,930 shares — an estimated $467K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PPLT in Q4 2021 and held it in 1 quarter. The position peaked at $467K in Q4 2021. 99 funds tracked by Wall St. Rank hold PPLT as of Q1 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining abrdn Physical Platinum Shares ETF position as of Q1 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 51,930 abrdn Physical Platinum Shares ETF shares in Q1 2022, an estimated $467K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in abrdn Physical Platinum Shares ETF in Q4 2021 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s abrdn Physical Platinum Shares ETF position peaked at $467K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.