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Atria Wealth Solutions’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Atria Wealth Solutions’s Portfolio PALL Stock Details PALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-14,345
Closed -$576K – 1863
2022
Q3 		$576K Sell
14,345
-6,535
-31% -$252K 0.01% 948
2022
Q2 		$746K Sell
20,880
-5,460
-21% -$212K 0.01% 822
2022
Q1 		$1.1M Buy
+26,340
New +$1.14M 0.02% 694

Other funds holding PALL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Atria Wealth Solutions's PALL Position: Q4 2022 in Review

Atria Wealth Solutions sold out of abrdn Physical Palladium Shares ETF (PALL) in Q4 2022, closing a stake of 14,345 shares — an estimated $576K sold.

Atria Wealth Solutions first reported a position in PALL in Q1 2022 and held it in 3 quarters. The position peaked at $1.1M in Q1 2022. 77 funds tracked by Wall St. Rank hold PALL as of Q4 2022.

  • Atria Wealth Solutions reported no remaining abrdn Physical Palladium Shares ETF position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 14,345 abrdn Physical Palladium Shares ETF shares in Q4 2022, an estimated $576K.
  • Atria Wealth Solutions first reported a position in abrdn Physical Palladium Shares ETF in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's abrdn Physical Palladium Shares ETF position peaked at $1.1M in Q1 2022.
  • 77 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.