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TFO Wealth Partners’s Sprott Physical Gold PHYS Stock Holding History

TFO Wealth Partners’s Portfolio PHYS Stock Details PHYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-808
Closed -$10K – 151
2020
Q1 		$10K Buy
+808
New +$10.3K ﹤0.01% 91

Other funds holding PHYS

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TFO Wealth Partners's PHYS Position: Q2 2020 in Review

TFO Wealth Partners sold out of Sprott Physical Gold (PHYS) in Q2 2020, closing a stake of 808 shares — an estimated $10K sold.

TFO Wealth Partners first reported a position in PHYS in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 260 funds tracked by Wall St. Rank hold PHYS as of Q2 2020.

  • TFO Wealth Partners reported no remaining Sprott Physical Gold position as of Q2 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 808 Sprott Physical Gold shares in Q2 2020, an estimated $10K.
  • TFO Wealth Partners first reported a position in Sprott Physical Gold in Q1 2020 and held it in 1 quarter.
  • TFO Wealth Partners's Sprott Physical Gold position peaked at $10K in Q1 2020.
  • 260 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2020.

Based on TFO Wealth Partners's 13F filing for Q2 2020, filed 17 Jul 2020.