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

Jeppson 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
-250
Closed -$11K – 352
2020
Q3 		$11K Buy
+250
New +$10.2K 0.01% 386

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
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 $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
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

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

Jeppson Wealth Management sold out of abrdn Physical Palladium Shares ETF (PALL) in Q4 2020, closing a stake of 250 shares — an estimated $11K sold.

Jeppson Wealth Management first reported a position in PALL in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 68 funds tracked by Wall St. Rank hold PALL as of Q4 2020.

  • Jeppson Wealth Management reported no remaining abrdn Physical Palladium Shares ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 250 abrdn Physical Palladium Shares ETF shares in Q4 2020, an estimated $11K.
  • Jeppson Wealth Management first reported a position in abrdn Physical Palladium Shares ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's abrdn Physical Palladium Shares ETF position peaked at $11K in Q3 2020.
  • 68 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.