Merriman Wealth Management’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Merriman Wealth Management’s Portfolio SPPP Stock Details SPPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-14,729	Closed	-$205K	–	231
2021 Q4	$205K	Buy	+14,729	New	+$216K	0.02%	204
2020 Q2	–	Sell	-19,307	Closed	-$299K	–	189
2020 Q1	$299K	Buy	+19,307	New	+$300K	0.07%	117

Other funds holding SPPP

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Merriman Wealth Management's SPPP Position: Q1 2022 in Review

Merriman Wealth Management sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q1 2022, closing a stake of 14,729 shares — an estimated $205K sold.

Merriman Wealth Management first reported a position in SPPP in Q1 2020 and held it in 2 quarters. The position peaked at $299K in Q1 2020. 43 funds tracked by Wall St. Rank hold SPPP as of Q1 2022.

Merriman Wealth Management reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q1 2022 after selling out during the quarter.
Merriman Wealth Management sold 14,729 Sprott Physical Platinum and Palladium Trust shares in Q1 2022, an estimated $205K.
Merriman Wealth Management first reported a position in Sprott Physical Platinum and Palladium Trust in Q1 2020 and held it in 2 quarters.
Merriman Wealth Management's Sprott Physical Platinum and Palladium Trust position peaked at $299K in Q1 2020.
43 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q1 2022.

Based on Merriman Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.