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Phoenix Wealth Advisors’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Phoenix Wealth Advisors’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
2021
Q4 		– Sell
-35
Closed -$1K – 291
2021
Q3 		$1K Sell
35
-10
-22% -$456 ﹤0.01% 369
2021
Q2 		$2K Hold
45
– – ﹤0.01% 360
2021
Q1 		$2K Buy
45
+10
+29% +$450 ﹤0.01% 346
2020
Q4 		$2K Buy
+35
New +$1.54K ﹤0.01% 329

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Phoenix Wealth Advisors's PALL Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of abrdn Physical Palladium Shares ETF (PALL) in Q4 2021, closing a stake of 35 shares — an estimated $1K sold.

Phoenix Wealth Advisors first reported a position in PALL in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 69 funds tracked by Wall St. Rank hold PALL as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining abrdn Physical Palladium Shares ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 35 abrdn Physical Palladium Shares ETF shares in Q4 2021, an estimated $1K.
  • Phoenix Wealth Advisors first reported a position in abrdn Physical Palladium Shares ETF in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's abrdn Physical Palladium Shares ETF position peaked at $2K in Q2 2021.
  • 69 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.