Phoenix Wealth Advisors’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Phoenix Wealth Advisors’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
2021 Q4	–	Sell	-150	Closed	-$1K	–	300
2021 Q3	$1K	Sell	150 -30	-17%	-$286	﹤0.01%	370
2021 Q2	$2K	Hold	180	–	–	﹤0.01%	362
2021 Q1	$2K	Buy	180 +30	+20%	+$326	﹤0.01%	348
2020 Q4	$2K	Buy	+150	New	+$1.32K	﹤0.01%	331

Other funds holding PPLT

CPH

C Partners Holding Zurich, Switzerland $330M AUM 11.92% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Wealth Advisors's PPLT Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q4 2021, closing a stake of 150 shares — an estimated $1K sold.

Phoenix Wealth Advisors first reported a position in PPLT in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 106 funds tracked by Wall St. Rank hold PPLT as of Q4 2021.

Phoenix Wealth Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 150 abrdn Physical Platinum Shares ETF shares in Q4 2021, an estimated $1K.
Phoenix Wealth Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's abrdn Physical Platinum Shares ETF position peaked at $2K in Q2 2021.
106 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.