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Kowal Investment Group’s Sprott Physical Gold PHYS Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-3,538
Closed -$49K – 703
2021
Q3 		$49K Buy
+3,538
New +$50K 0.02% 247

Other funds holding PHYS

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return

Kowal Investment Group's PHYS Position: Q4 2021 in Review

Kowal Investment Group sold out of Sprott Physical Gold (PHYS) in Q4 2021, closing a stake of 3,538 shares — an estimated $49K sold.

Kowal Investment Group first reported a position in PHYS in Q3 2021 and held it in 1 quarter. The position peaked at $49K in Q3 2021. 353 funds tracked by Wall St. Rank hold PHYS as of Q4 2021.

  • Kowal Investment Group reported no remaining Sprott Physical Gold position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 3,538 Sprott Physical Gold shares in Q4 2021, an estimated $49K.
  • Kowal Investment Group first reported a position in Sprott Physical Gold in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Sprott Physical Gold position peaked at $49K in Q3 2021.
  • 353 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.