PWA
PAL

Physician Wealth Advisors’s Proficient Auto Logistics PAL Stock Holding History

Physician Wealth Advisors’s Portfolio PAL Stock Details PAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-109
Closed -$792 – 2072
2025
Q2 		$792 Hold
109
– – ﹤0.01% 1558
2025
Q1 		$913 Buy
+109
New +$1.08K ﹤0.01% 1148

Other funds holding PAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Physician Wealth Advisors's PAL Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Proficient Auto Logistics (PAL) in Q3 2025, closing a stake of 109 shares — an estimated $792 sold.

Physician Wealth Advisors first reported a position in PAL in Q1 2025 and held it in 2 quarters. The position peaked at $913 in Q1 2025. 85 funds tracked by Wall St. Rank hold PAL as of Q3 2025.

  • Physician Wealth Advisors reported no remaining Proficient Auto Logistics position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 109 Proficient Auto Logistics shares in Q3 2025, an estimated $792.
  • Physician Wealth Advisors first reported a position in Proficient Auto Logistics in Q1 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Proficient Auto Logistics position peaked at $913 in Q1 2025.
  • 85 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.