WEPOG
PPLT

Wealth Enhancement & Preservation of GA’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Wealth Enhancement & Preservation of GA’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
-204,870
Closed -$2.05M – 54
2021
Q2 		$2.05M Buy
+204,870
New +$2.26M 1.51% 17

Other funds holding PPLT

CPH
C Partners Holding Zurich, Switzerland $317M AUM 4.76% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's PPLT Position: Q3 2021 in Review

Wealth Enhancement & Preservation of GA sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q3 2021, closing a stake of 204,870 shares — an estimated $2.05M sold.

Wealth Enhancement & Preservation of GA first reported a position in PPLT in Q2 2021 and held it in 1 quarter. The position peaked at $2.05M in Q2 2021. 93 funds tracked by Wall St. Rank hold PPLT as of Q3 2021.

  • Wealth Enhancement & Preservation of GA reported no remaining abrdn Physical Platinum Shares ETF position as of Q3 2021 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 204,870 abrdn Physical Platinum Shares ETF shares in Q3 2021, an estimated $2.05M.
  • Wealth Enhancement & Preservation of GA first reported a position in abrdn Physical Platinum Shares ETF in Q2 2021 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's abrdn Physical Platinum Shares ETF position peaked at $2.05M in Q2 2021.
  • 93 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q3 2021.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q3 2021, filed 19 Oct 2021.