BBPWM
PALL icon

Blue Bell Private Wealth Management’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Blue Bell Private 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
2020
Q3 		– Sell
-130
Closed – – 197
2020
Q2 		$0 Hold
130
– – ﹤0.01% 198
2020
Q1 		$6K Hold
130
– – ﹤0.01% 164
2019
Q4 		$5K Sell
130
-60
-32% -$2.04K ﹤0.01% 173
2019
Q3 		$6K Sell
190
-250
-57% -$7.24K ﹤0.01% 171
2019
Q2 		$13K Hold
440
– – 0.01% 142
2019
Q1 		$11K Hold
440
– – 0.01% 147
2018
Q4 		$10K Sell
440
-150
-25% -$3.29K 0.01% 160
2018
Q3 		$12K Hold
590
– – 0.01% 161
2018
Q2 		$11K Sell
590
-615
-51% -$11.4K 0.01% 166
2018
Q1 		$21K Hold
1,205
– – 0.01% 150
2017
Q4 		$24K Sell
1,205
-300
-20% -$5.69K 0.01% 145
2017
Q3 		$27K Hold
1,505
– – 0.01% 145
2017
Q2 		$24K Buy
1,505
+50
+3% +$784 0.01% 155
2017
Q1 		$22K Hold
1,455
– – 0.01% 157
2016
Q4 		$19K Sell
1,455
-900
-38% -$11.8K 0.01% 168
2016
Q3 		$33K Sell
2,355
-490
-17% -$6.4K 0.02% 244
2016
Q2 		$33K Sell
2,845
-250
-8% -$2.73K 0.02% 245
2016
Q1 		$34K Sell
3,095
-50
-2% -$506 0.02% 250
2015
Q4 		$34K Sell
3,145
-540
-15% -$6.32K 0.02% 252
2015
Q3 		$46K Hold
3,685
– – 0.03% 226
2015
Q2 		$48K Hold
3,685
– – 0.03% 224
2015
Q1 		$52K Hold
3,685
– – 0.03% 213
2014
Q4 		$57K Hold
3,685
– – 0.03% 211
2014
Q3 		$55K Buy
3,685
+2,000
+119% +$33.5K 0.03% 222
2014
Q2 		$28K Buy
1,685
+300
+22% +$4.77K 0.02% 289
2014
Q1 		$21K Hold
1,385
– – 0.01% 301
2013
Q4 		$19K Buy
+1,385
New +$19.6K 0.01% 324

Other funds holding PALL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Blue Bell Private Wealth Management's PALL Position: Q3 2020 in Review

Blue Bell Private Wealth Management sold out of abrdn Physical Palladium Shares ETF (PALL) in Q3 2020, closing a stake of 130 shares.

Blue Bell Private Wealth Management first reported a position in PALL in Q4 2013 and held it in 27 quarters. The position peaked at $57K in Q4 2014. 55 funds tracked by Wall St. Rank hold PALL as of Q3 2020.

  • Blue Bell Private Wealth Management reported no remaining abrdn Physical Palladium Shares ETF position as of Q3 2020 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 130 abrdn Physical Palladium Shares ETF shares in Q3 2020.
  • Blue Bell Private Wealth Management first reported a position in abrdn Physical Palladium Shares ETF in Q4 2013 and held it in 27 quarters.
  • Blue Bell Private Wealth Management's abrdn Physical Palladium Shares ETF position peaked at $57K in Q4 2014.
  • 55 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q3 2020.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.