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Valeo Financial Advisors’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Valeo Financial 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
Q1 		– Sell
-300
Closed -$3.26K – 2149
2020
Q4 		$3K Hold
300
– – ﹤0.01% 1475
2020
Q3 		$3K Buy
+300
New +$2.56K ﹤0.01% 1361

Other funds holding PPLT

PCP
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CPH
C Partners Holding Zurich, Switzerland $330M AUM 11.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return

Valeo Financial Advisors's PPLT Position: Q1 2021 in Review

Valeo Financial Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q1 2021, closing a stake of 300 shares — an estimated $3.26K sold.

Valeo Financial Advisors first reported a position in PPLT in Q3 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 108 funds tracked by Wall St. Rank hold PPLT as of Q1 2021.

  • Valeo Financial Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 300 abrdn Physical Platinum Shares ETF shares in Q1 2021, an estimated $3.26K.
  • Valeo Financial Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q3 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's abrdn Physical Platinum Shares ETF position peaked at $3K in Q4 2020.
  • 108 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.