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

Milestone Asset 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
2023
Q2 		– Sell
-103,955
Closed -$2.81M – 73
2023
Q1 		$2.81M Buy
+103,955
New +$3.01M 1.6% 17

Other funds holding PALL

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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

Milestone Asset Management's PALL Position: Q2 2023 in Review

Milestone Asset Management sold out of abrdn Physical Palladium Shares ETF (PALL) in Q2 2023, closing a stake of 103,955 shares — an estimated $2.81M sold.

Milestone Asset Management first reported a position in PALL in Q1 2023 and held it in 1 quarter. The position peaked at $2.81M in Q1 2023. 64 funds tracked by Wall St. Rank hold PALL as of Q2 2023.

  • Milestone Asset Management reported no remaining abrdn Physical Palladium Shares ETF position as of Q2 2023 after selling out during the quarter.
  • Milestone Asset Management sold 103,955 abrdn Physical Palladium Shares ETF shares in Q2 2023, an estimated $2.81M.
  • Milestone Asset Management first reported a position in abrdn Physical Palladium Shares ETF in Q1 2023 and held it in 1 quarter.
  • Milestone Asset Management's abrdn Physical Palladium Shares ETF position peaked at $2.81M in Q1 2023.
  • 64 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q2 2023.

Based on Milestone Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.