Cerity Partners
PALL icon

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

Cerity Partners’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
Q2 		– Sell
-8,675
Closed -$234K – 1875
2023
Q1 		$234K Buy
+8,675
New +$251K ﹤0.01% 1651

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Bank of America
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Morgan Stanley
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Commonwealth Equity Services
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners's PALL Position: Q2 2023 in Review

Cerity Partners sold out of abrdn Physical Palladium Shares ETF (PALL) in Q2 2023, closing a stake of 8,675 shares — an estimated $234K sold.

Cerity Partners first reported a position in PALL in Q1 2023 and held it in 1 quarter. The position peaked at $234K in Q1 2023. 64 funds tracked by Wall St. Rank hold PALL as of Q2 2023.

  • Cerity Partners reported no remaining abrdn Physical Palladium Shares ETF position as of Q2 2023 after selling out during the quarter.
  • Cerity Partners sold 8,675 abrdn Physical Palladium Shares ETF shares in Q2 2023, an estimated $234K.
  • Cerity Partners first reported a position in abrdn Physical Palladium Shares ETF in Q1 2023 and held it in 1 quarter.
  • Cerity Partners's abrdn Physical Palladium Shares ETF position peaked at $234K in Q1 2023.
  • 64 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.