SFP
PLG

Shepherd Financial Partners’s Platinum Group Metals PLG Stock Holding History

Shepherd Financial Partners’s Portfolio PLG Stock Details PLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20,000
Closed -$23.4K – 220
2024
Q1 		$23.4K Hold
20,000
– – ﹤0.01% 215
2023
Q4 		$22.8K Hold
20,000
– – ﹤0.01% 210
2023
Q3 		$22.6K Hold
20,000
– – ﹤0.01% 187
2023
Q2 		$28.4K Hold
20,000
– – ﹤0.01% 185
2023
Q1 		$28.6K Hold
20,000
– – ﹤0.01% 178
2022
Q4 		$34.8K Hold
20,000
– – 0.01% 169
2022
Q3 		$33K Hold
20,000
– – 0.01% 165
2022
Q2 		$26K Hold
20,000
– – 0.01% 161
2022
Q1 		$42K Buy
+20,000
New +$38.6K 0.01% 158

Other funds holding PLG

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SPC
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CU
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shepherd Financial Partners's PLG Position: Q2 2024 in Review

Shepherd Financial Partners sold out of Platinum Group Metals (PLG) in Q2 2024, closing a stake of 20,000 shares — an estimated $23.4K sold.

Shepherd Financial Partners first reported a position in PLG in Q1 2022 and held it in 9 quarters. The position peaked at $42K in Q1 2022. 36 funds tracked by Wall St. Rank hold PLG as of Q2 2024.

  • Shepherd Financial Partners reported no remaining Platinum Group Metals position as of Q2 2024 after selling out during the quarter.
  • Shepherd Financial Partners sold 20,000 Platinum Group Metals shares in Q2 2024, an estimated $23.4K.
  • Shepherd Financial Partners first reported a position in Platinum Group Metals in Q1 2022 and held it in 9 quarters.
  • Shepherd Financial Partners's Platinum Group Metals position peaked at $42K in Q1 2022.
  • 36 funds tracked by Wall St. Rank held Platinum Group Metals as of Q2 2024.

Based on Shepherd Financial Partners's 13F filing for Q2 2024, filed 8 Aug 2024.