SFS
PALL icon

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

Searcy Financial Services’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
2020
Q1 		– Sell
-264,050
Closed -$9.68M – 13
2019
Q4 		$9.68M Sell
264,050
-12,975
-5% -$440K 6.95% 8
2019
Q3 		$8.82M Sell
277,025
-2,140
-0.8% -$62K 6.53% 8
2019
Q2 		$8.13M Buy
279,165
+10,415
+4% +$274K 6.38% 9
2019
Q1 		$7.02M Buy
+268,750
New +$7.32M 5.75% 9

Other funds holding PALL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Searcy Financial Services's PALL Position: Q1 2020 in Review

Searcy Financial Services sold out of abrdn Physical Palladium Shares ETF (PALL) in Q1 2020, closing a stake of 264,050 shares — an estimated $9.68M sold.

Searcy Financial Services first reported a position in PALL in Q1 2019 and held it in 4 quarters. The position peaked at $9.68M in Q4 2019. 56 funds tracked by Wall St. Rank hold PALL as of Q1 2020.

  • Searcy Financial Services reported no remaining abrdn Physical Palladium Shares ETF position as of Q1 2020 after selling out during the quarter.
  • Searcy Financial Services sold 264,050 abrdn Physical Palladium Shares ETF shares in Q1 2020, an estimated $9.68M.
  • Searcy Financial Services first reported a position in abrdn Physical Palladium Shares ETF in Q1 2019 and held it in 4 quarters.
  • Searcy Financial Services's abrdn Physical Palladium Shares ETF position peaked at $9.68M in Q4 2019.
  • 56 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q1 2020.

Based on Searcy Financial Services's 13F filing for Q1 2020, filed 15 Apr 2020.