RJFSA
SPPP

Raymond James Financial Services Advisors’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Raymond James Financial Services 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
2023
Q2 		– Sell
-11,875
Closed -$145K – 3358
2023
Q1 		$145K Sell
11,875
-1,330
-10% -$16.8K ﹤0.01% 2991
2022
Q4 		$180K Buy
13,205
+829
+7% +$11.5K ﹤0.01% 2891
2022
Q3 		$177K Sell
12,376
-806
-6% -$11.2K ﹤0.01% 2892
2022
Q2 		$174K Buy
13,182
+578
+5% +$8.4K ﹤0.01% 2897
2022
Q1 		$203K Buy
12,604
+70
+0.6% +$1.15K ﹤0.01% 2961
2021
Q4 		$175K Buy
12,534
+1,033
+9% +$15.2K ﹤0.01% 3019
2021
Q3 		$165K Sell
11,501
-195
-2% -$3.33K ﹤0.01% 3033
2021
Q2 		$220K Buy
11,696
+50
+0.4% +$993 ﹤0.01% 2944
2021
Q1 		$221K Buy
11,646
+707
+6% +$12.7K ﹤0.01% 2842
2020
Q4 		$195K Buy
10,939
+306
+3% +$5.03K ﹤0.01% 2726
2020
Q3 		$168K Buy
+10,633
New +$167K ﹤0.01% 2585

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Raymond James Financial Services Advisors's SPPP Position: Q2 2023 in Review

Raymond James Financial Services Advisors sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q2 2023, closing a stake of 11,875 shares — an estimated $145K sold.

Raymond James Financial Services Advisors first reported a position in SPPP in Q3 2020 and held it in 11 quarters. The position peaked at $221K in Q1 2021. 46 funds tracked by Wall St. Rank hold SPPP as of Q2 2023.

  • Raymond James Financial Services Advisors reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q2 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 11,875 Sprott Physical Platinum and Palladium Trust shares in Q2 2023, an estimated $145K.
  • Raymond James Financial Services Advisors first reported a position in Sprott Physical Platinum and Palladium Trust in Q3 2020 and held it in 11 quarters.
  • Raymond James Financial Services Advisors's Sprott Physical Platinum and Palladium Trust position peaked at $221K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q2 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.