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

Websterrogers 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
2022 Q1	–	Sell	-173,300	Closed	-$1.56M	–	78
2021 Q4	$1.56M	Hold	173,300	–	–	0.35%	31
2021 Q3	$1.56M	Hold	173,300	–	–	0.36%	29
2021 Q2	$1.73M	Hold	173,300	–	–	0.41%	26
2021 Q1	$1.93M	Buy	173,300 +67,300	+63%	+$731K	0.52%	23
2020 Q4	$1.08M	Buy	+106,000	New	+$935K	0.31%	25

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

ANTB

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

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

Websterrogers Financial Advisors's PPLT Position: Q1 2022 in Review

Websterrogers Financial Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q1 2022, closing a stake of 173,300 shares — an estimated $1.56M sold.

Websterrogers Financial Advisors first reported a position in PPLT in Q4 2020 and held it in 5 quarters. The position peaked at $1.93M in Q1 2021. 99 funds tracked by Wall St. Rank hold PPLT as of Q1 2022.

Websterrogers Financial Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q1 2022 after selling out during the quarter.
Websterrogers Financial Advisors sold 173,300 abrdn Physical Platinum Shares ETF shares in Q1 2022, an estimated $1.56M.
Websterrogers Financial Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q4 2020 and held it in 5 quarters.
Websterrogers Financial Advisors's abrdn Physical Platinum Shares ETF position peaked at $1.93M in Q1 2021.
99 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2022.

Based on Websterrogers Financial Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.