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

Sutton 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
2022 Q2	–	Sell	-1,000	Closed	-$9.18K	–	1695
2022 Q1	$9.18K	Hold	1,000	–	–	﹤0.01%	955
2021 Q4	$8.99K	Hold	1,000	–	–	﹤0.01%	969
2021 Q3	$9.02K	Hold	1,000	–	–	﹤0.01%	946
2021 Q2	$10K	Hold	1,000	–	–	﹤0.01%	914
2021 Q1	$11.1K	Hold	1,000	–	–	﹤0.01%	843
2020 Q4	$10.1K	Hold	1,000	–	–	﹤0.01%	804
2020 Q3	$8.4K	Hold	1,000	–	–	﹤0.01%	791
2020 Q2	$7.82K	Hold	1,000	–	–	﹤0.01%	763
2020 Q1	$6.79K	Hold	1,000	–	–	﹤0.01%	759
2019 Q4	$9.09K	Hold	1,000	–	–	﹤0.01%	846
2019 Q3	$8.35K	Hold	1,000	–	–	﹤0.01%	840
2019 Q2	$7.89K	Hold	1,000	–	–	﹤0.01%	833
2019 Q1	$8.02K	Buy	+1,000	New	+$7.8K	﹤0.01%	838

Other funds holding PPLT

CPH

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

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

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

HCM

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

ANTB

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

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

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

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

Sutton Wealth Advisors's PPLT Position: Q2 2022 in Review

Sutton Wealth Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q2 2022, closing a stake of 1,000 shares — an estimated $9.18K sold.

Sutton Wealth Advisors first reported a position in PPLT in Q1 2019 and held it in 13 quarters. The position peaked at $11.1K in Q1 2021. 95 funds tracked by Wall St. Rank hold PPLT as of Q2 2022.

Sutton Wealth Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q2 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 1,000 abrdn Physical Platinum Shares ETF shares in Q2 2022, an estimated $9.18K.
Sutton Wealth Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q1 2019 and held it in 13 quarters.
Sutton Wealth Advisors's abrdn Physical Platinum Shares ETF position peaked at $11.1K in Q1 2021.
95 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2022.

Based on Sutton Wealth Advisors's 13F filing for Q2 2022, filed 7 Nov 2023.