Patriot Financial Group Insurance Agency’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Patriot Financial Group Insurance Agency’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
2024 Q2	–	Sell	-25,110	Closed	-$210K	–	510
2024 Q1	$210K	Sell	25,110 -23,730	-49%	-$198K	0.03%	437
2023 Q4	$445K	Sell	48,840 -1,500	-3%	-$12.6K	0.08%	262
2023 Q3	$421K	Buy	50,340 +2,500	+5%	+$21.5K	0.09%	272
2023 Q2	$400K	Buy	47,840 +16,410	+52%	+$156K	0.08%	281
2023 Q1	$289K	Buy	+31,430	New	+$289K	0.06%	346

Other funds holding PPLT

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAM

Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

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

Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PPLT Position: Q2 2024 in Review

Patriot Financial Group Insurance Agency sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q2 2024, closing a stake of 25,110 shares — an estimated $210K sold.

Patriot Financial Group Insurance Agency first reported a position in PPLT in Q1 2023 and held it in 5 quarters. The position peaked at $445K in Q4 2023. 118 funds tracked by Wall St. Rank hold PPLT as of Q2 2024.

Patriot Financial Group Insurance Agency reported no remaining abrdn Physical Platinum Shares ETF position as of Q2 2024 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 25,110 abrdn Physical Platinum Shares ETF shares in Q2 2024, an estimated $210K.
Patriot Financial Group Insurance Agency first reported a position in abrdn Physical Platinum Shares ETF in Q1 2023 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's abrdn Physical Platinum Shares ETF position peaked at $445K in Q4 2023.
118 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2024, filed 26 Jul 2024.