World Investment Advisors’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

World Investment 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
2023 Q4	–	Sell	-33,970	Closed	-$284K	–	398
2023 Q3	$284K	Sell	33,970 -2,670	-7%	-$22.9K	0.06%	209
2023 Q2	$306K	Sell	36,640 -1,550	-4%	-$14.7K	0.06%	199
2023 Q1	$351K	Buy	38,190 +12,910	+51%	+$119K	0.07%	167
2022 Q4	$251K	Buy	+25,280	New	+$228K	0.06%	197
2021 Q4	–	Sell	-26,450	Closed	-$239K	–	282
2021 Q3	$239K	Buy	26,450 +1,780	+7%	+$17K	0.05%	220
2021 Q2	$247K	Buy	24,670 +410	+2%	+$4.53K	0.06%	216
2021 Q1	$274K	Buy	+24,260	New	+$264K	0.07%	182

Other funds holding PPLT

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

World Investment Advisors's PPLT Position: Q4 2023 in Review

World Investment Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q4 2023, closing a stake of 33,970 shares — an estimated $284K sold.

World Investment Advisors first reported a position in PPLT in Q1 2021 and held it in 7 quarters. The position peaked at $351K in Q1 2023. 109 funds tracked by Wall St. Rank hold PPLT as of Q4 2023.

World Investment Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q4 2023 after selling out during the quarter.
World Investment Advisors sold 33,970 abrdn Physical Platinum Shares ETF shares in Q4 2023, an estimated $284K.
World Investment Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q1 2021 and held it in 7 quarters.
World Investment Advisors's abrdn Physical Platinum Shares ETF position peaked at $351K in Q1 2023.
109 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2023.

Based on World Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.