CPO
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Cerity Partners OCIO’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Cerity Partners OCIO’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
2021
Q3 		– Sell
-168,515
Closed -$8.75M – 418
2021
Q2 		$8.75M Buy
+168,515
New +$8.79M 0.28% 44

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
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $79.5B AUM 27.1% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Cerity Partners OCIO's PALL Position: Q3 2021 in Review

Cerity Partners OCIO sold out of abrdn Physical Palladium Shares ETF (PALL) in Q3 2021, closing a stake of 168,515 shares — an estimated $8.75M sold.

Cerity Partners OCIO first reported a position in PALL in Q2 2021 and held it in 1 quarter. The position peaked at $8.75M in Q2 2021. 62 funds tracked by Wall St. Rank hold PALL as of Q3 2021.

  • Cerity Partners OCIO reported no remaining abrdn Physical Palladium Shares ETF position as of Q3 2021 after selling out during the quarter.
  • Cerity Partners OCIO sold 168,515 abrdn Physical Palladium Shares ETF shares in Q3 2021, an estimated $8.75M.
  • Cerity Partners OCIO first reported a position in abrdn Physical Palladium Shares ETF in Q2 2021 and held it in 1 quarter.
  • Cerity Partners OCIO's abrdn Physical Palladium Shares ETF position peaked at $8.75M in Q2 2021.
  • 62 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q3 2021.

Based on Cerity Partners OCIO's 13F filing for Q3 2021, filed 10 Nov 2021.