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

Focused 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
Q4 		– Sell
-12,475
Closed -$540K – 883
2020
Q3 		$540K Buy
+12,475
New +$509K 0.12% 77

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 $155M AUM 36.74% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $71.6B AUM 21.08% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Focused Wealth Management's PALL Position: Q4 2020 in Review

Focused Wealth Management sold out of abrdn Physical Palladium Shares ETF (PALL) in Q4 2020, closing a stake of 12,475 shares — an estimated $540K sold.

Focused Wealth Management first reported a position in PALL in Q3 2020 and held it in 1 quarter. The position peaked at $540K in Q3 2020. 68 funds tracked by Wall St. Rank hold PALL as of Q4 2020.

  • Focused Wealth Management reported no remaining abrdn Physical Palladium Shares ETF position as of Q4 2020 after selling out during the quarter.
  • Focused Wealth Management sold 12,475 abrdn Physical Palladium Shares ETF shares in Q4 2020, an estimated $540K.
  • Focused Wealth Management first reported a position in abrdn Physical Palladium Shares ETF in Q3 2020 and held it in 1 quarter.
  • Focused Wealth Management's abrdn Physical Palladium Shares ETF position peaked at $540K in Q3 2020.
  • 68 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q4 2020.

Based on Focused Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.