Axxcess Wealth Management’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Axxcess Wealth Management’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
2023 Q1	–	Sell	-93,165	Closed	-$3.08M	–	672
2022 Q4	$3.08M	Buy	+93,165	New	+$3.34M	0.25%	89
2022 Q2	–	Sell	-30,885	Closed	-$1.29M	–	621
2022 Q1	$1.29M	Buy	+30,885	New	+$1.34M	0.1%	175

Other funds holding PALL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axxcess Wealth Management's PALL Position: Q1 2023 in Review

Axxcess Wealth Management sold out of abrdn Physical Palladium Shares ETF (PALL) in Q1 2023, closing a stake of 93,165 shares — an estimated $3.08M sold.

Axxcess Wealth Management first reported a position in PALL in Q1 2022 and held it in 2 quarters. The position peaked at $3.08M in Q4 2022. 77 funds tracked by Wall St. Rank hold PALL as of Q1 2023.

Axxcess Wealth Management reported no remaining abrdn Physical Palladium Shares ETF position as of Q1 2023 after selling out during the quarter.
Axxcess Wealth Management sold 93,165 abrdn Physical Palladium Shares ETF shares in Q1 2023, an estimated $3.08M.
Axxcess Wealth Management first reported a position in abrdn Physical Palladium Shares ETF in Q1 2022 and held it in 2 quarters.
Axxcess Wealth Management's abrdn Physical Palladium Shares ETF position peaked at $3.08M in Q4 2022.
77 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.