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

TCI 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 Q3	–	Sell	-150	Closed	-$2K	–	2530
2021 Q2	$2K	Buy	+150	New	+$1.66K	﹤0.01%	2068
2013 Q3	–	Sell	-2,330	Closed	-$31K	–	825
2013 Q2	$31K	Buy	+2,330	New	+$33.5K	0.02%	259

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

ANTB

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

TCI Wealth Advisors's PPLT Position: Q3 2021 in Review

TCI Wealth Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q3 2021, closing a stake of 150 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in PPLT in Q2 2013 and held it in 2 quarters. The position peaked at $31K in Q2 2013. 93 funds tracked by Wall St. Rank hold PPLT as of Q3 2021.

TCI Wealth Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q3 2021 after selling out during the quarter.
TCI Wealth Advisors sold 150 abrdn Physical Platinum Shares ETF shares in Q3 2021, an estimated $2K.
TCI Wealth Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q2 2013 and held it in 2 quarters.
TCI Wealth Advisors's abrdn Physical Platinum Shares ETF position peaked at $31K in Q2 2013.
93 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.