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Impact Partnership Wealth’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-470
Closed -$3.93K – 1038
2023
Q3 		$3.93K Hold
470
– – ﹤0.01% 733
2023
Q2 		$3.93K Buy
+470
New +$4.46K ﹤0.01% 537

Other funds holding PPLT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
CPH
C Partners Holding Zurich, Switzerland $330M AUM 11.92% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Impact Partnership Wealth's PPLT Position: Q4 2023 in Review

Impact Partnership Wealth sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q4 2023, closing a stake of 470 shares — an estimated $3.93K sold.

Impact Partnership Wealth first reported a position in PPLT in Q2 2023 and held it in 2 quarters. The position peaked at $3.93K in Q2 2023. 109 funds tracked by Wall St. Rank hold PPLT as of Q4 2023.

  • Impact Partnership Wealth reported no remaining abrdn Physical Platinum Shares ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 470 abrdn Physical Platinum Shares ETF shares in Q4 2023, an estimated $3.93K.
  • Impact Partnership Wealth first reported a position in abrdn Physical Platinum Shares ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's abrdn Physical Platinum Shares ETF position peaked at $3.93K in Q2 2023.
  • 109 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.