FM
PALL icon

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

Family 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
2024
Q3 		– Sell
-12,375
Closed -$220K – 200
2024
Q2 		$220K Buy
+12,375
New +$222K 0.04% 137

Other funds holding PALL

KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Family Management's PALL Position: Q3 2024 in Review

Family Management sold out of abrdn Physical Palladium Shares ETF (PALL) in Q3 2024, closing a stake of 12,375 shares — an estimated $220K sold.

Family Management first reported a position in PALL in Q2 2024 and held it in 1 quarter. The position peaked at $220K in Q2 2024. 53 funds tracked by Wall St. Rank hold PALL as of Q3 2024.

  • Family Management reported no remaining abrdn Physical Palladium Shares ETF position as of Q3 2024 after selling out during the quarter.
  • Family Management sold 12,375 abrdn Physical Palladium Shares ETF shares in Q3 2024, an estimated $220K.
  • Family Management first reported a position in abrdn Physical Palladium Shares ETF in Q2 2024 and held it in 1 quarter.
  • Family Management's abrdn Physical Palladium Shares ETF position peaked at $220K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q3 2024.

Based on Family Management's 13F filing for Q3 2024, filed 14 Nov 2024.