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Safeguard Investment Advisory Group’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-140
Closed -$6K – 506
2020
Q4 		$6K Buy
+140
New +$6.16K 0.01% 502

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Safeguard Investment Advisory Group's PALL Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of abrdn Physical Palladium Shares ETF (PALL) in Q1 2021, closing a stake of 140 shares — an estimated $6K sold.

Safeguard Investment Advisory Group first reported a position in PALL in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 64 funds tracked by Wall St. Rank hold PALL as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining abrdn Physical Palladium Shares ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 140 abrdn Physical Palladium Shares ETF shares in Q1 2021, an estimated $6K.
  • Safeguard Investment Advisory Group first reported a position in abrdn Physical Palladium Shares ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's abrdn Physical Palladium Shares ETF position peaked at $6K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.