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Laffer Tengler Investments’s Sprott Physical Gold PHYS Stock Holding History

Laffer Tengler Investments’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
Q2 		– Sell
-2,440
Closed -$32.7K – 383
2021
Q1 		$32.7K Hold
2,440
– – 0.01% 303
2020
Q4 		$36.5K Hold
2,440
– – 0.02% 276
2020
Q3 		$36.7K Hold
2,440
– – 0.02% 231
2020
Q2 		$34.9K Buy
+2,440
New +$33.6K 0.02% 223

Other funds holding PHYS

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Laffer Tengler Investments's PHYS Position: Q2 2021 in Review

Laffer Tengler Investments sold out of Sprott Physical Gold (PHYS) in Q2 2021, closing a stake of 2,440 shares — an estimated $32.7K sold.

Laffer Tengler Investments first reported a position in PHYS in Q2 2020 and held it in 4 quarters. The position peaked at $36.7K in Q3 2020. 320 funds tracked by Wall St. Rank hold PHYS as of Q2 2021.

  • Laffer Tengler Investments reported no remaining Sprott Physical Gold position as of Q2 2021 after selling out during the quarter.
  • Laffer Tengler Investments sold 2,440 Sprott Physical Gold shares in Q2 2021, an estimated $32.7K.
  • Laffer Tengler Investments first reported a position in Sprott Physical Gold in Q2 2020 and held it in 4 quarters.
  • Laffer Tengler Investments's Sprott Physical Gold position peaked at $36.7K in Q3 2020.
  • 320 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2021.

Based on Laffer Tengler Investments's 13F filing for Q2 2021, filed 16 Aug 2021.