PMFA
SPPP

Plante Moran Financial Advisors’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Plante Moran Financial Advisors’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
Q4 		– Sell
-1,100
Closed -$16K – 966
2022
Q3 		$16K Hold
1,100
– – ﹤0.01% 508
2022
Q2 		$15K Buy
+1,100
New +$16K ﹤0.01% 529

Other funds holding SPPP

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Plante Moran Financial Advisors's SPPP Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q4 2022, closing a stake of 1,100 shares — an estimated $16K sold.

Plante Moran Financial Advisors first reported a position in SPPP in Q2 2022 and held it in 2 quarters. The position peaked at $16K in Q3 2022. 49 funds tracked by Wall St. Rank hold SPPP as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,100 Sprott Physical Platinum and Palladium Trust shares in Q4 2022, an estimated $16K.
  • Plante Moran Financial Advisors first reported a position in Sprott Physical Platinum and Palladium Trust in Q2 2022 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Sprott Physical Platinum and Palladium Trust position peaked at $16K in Q3 2022.
  • 49 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.