WP
PPLT

WealthSource Partners’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

WealthSource Partners’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
2023
Q4 		$465K Sell
51,000
-19,420
-28% -$164K 0.03% 343
2023
Q3 		$589K Sell
70,420
-800
-1% -$6.87K 0.04% 275
2023
Q2 		$596K Buy
+71,220
New +$676K 0.04% 283

Other funds holding PPLT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
CPH
C Partners Holding Zurich, Switzerland $330M AUM 11.92% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

WealthSource Partners's PPLT Position: Q4 2023 in Review

WealthSource Partners reduced its abrdn Physical Platinum Shares ETF (PPLT) stake by 28% in Q4 2023, selling an estimated $164K and leaving 51,000 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #343.

WealthSource Partners first reported a position in PPLT in Q2 2023 and has held it in 3 quarters since. The position peaked at $596K in Q2 2023. 109 funds tracked by Wall St. Rank hold PPLT as of Q4 2023.

  • WealthSource Partners held 51,000 shares of abrdn Physical Platinum Shares ETF worth $465K as of Q4 2023.
  • WealthSource Partners sold 19,420 abrdn Physical Platinum Shares ETF shares in Q4 2023, an estimated $164K.
  • abrdn Physical Platinum Shares ETF made up 0.03% of WealthSource Partners's portfolio in Q4 2023, its #343 holding.
  • WealthSource Partners first reported a position in abrdn Physical Platinum Shares ETF in Q2 2023 and has held it in 3 quarters since.
  • WealthSource Partners's abrdn Physical Platinum Shares ETF position peaked at $596K in Q2 2023.
  • 109 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.