Newbridge Financial Services Group’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Newbridge Financial Services Group’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	-300	Closed	-$5.34K	–	974
2024 Q2	$5.34K	Hold	300	–	–	﹤0.01%	832
2024 Q1	$5.61K	Buy	+300	New	+$5.4K	﹤0.01%	871
2023 Q4	–	Sell	-300	Closed	-$6.91K	–	1282
2023 Q3	$6.91K	Buy	+300	New	+$6.93K	﹤0.01%	892
2023 Q2	–	Sell	-300	Closed	-$8.1K	–	1416
2023 Q1	$8.1K	Hold	300	–	–	﹤0.01%	958
2022 Q4	$9.91K	Hold	300	–	–	0.01%	919
2022 Q3	$12K	Hold	300	–	–	0.01%	840
2022 Q2	$11K	Sell	300 -275	-48%	-$10.7K	0.01%	840
2022 Q1	$24K	Buy	+575	New	+$25K	0.01%	673

Other funds holding PALL

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

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 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

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Newbridge Financial Services Group's PALL Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of abrdn Physical Palladium Shares ETF (PALL) in Q3 2024, closing a stake of 300 shares — an estimated $5.34K sold.

Newbridge Financial Services Group first reported a position in PALL in Q1 2022 and held it in 8 quarters. The position peaked at $24K in Q1 2022. 53 funds tracked by Wall St. Rank hold PALL as of Q3 2024.

Newbridge Financial Services Group reported no remaining abrdn Physical Palladium Shares ETF position as of Q3 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 300 abrdn Physical Palladium Shares ETF shares in Q3 2024, an estimated $5.34K.
Newbridge Financial Services Group first reported a position in abrdn Physical Palladium Shares ETF in Q1 2022 and held it in 8 quarters.
Newbridge Financial Services Group's abrdn Physical Palladium Shares ETF position peaked at $24K in Q1 2022.
53 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.