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Sugarloaf Wealth Management’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Sugarloaf Wealth Management’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
Q2 		– Sell
-1,000
Closed -$44K – 716
2020
Q1 		$44K Buy
+1,000
New +$43.1K 0.02% 235

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sugarloaf Wealth Management's PALL Position: Q2 2020 in Review

Sugarloaf Wealth Management sold out of abrdn Physical Palladium Shares ETF (PALL) in Q2 2020, closing a stake of 1,000 shares — an estimated $44K sold.

Sugarloaf Wealth Management first reported a position in PALL in Q1 2020 and held it in 1 quarter. The position peaked at $44K in Q1 2020. 47 funds tracked by Wall St. Rank hold PALL as of Q2 2020.

  • Sugarloaf Wealth Management reported no remaining abrdn Physical Palladium Shares ETF position as of Q2 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,000 abrdn Physical Palladium Shares ETF shares in Q2 2020, an estimated $44K.
  • Sugarloaf Wealth Management first reported a position in abrdn Physical Palladium Shares ETF in Q1 2020 and held it in 1 quarter.
  • Sugarloaf Wealth Management's abrdn Physical Palladium Shares ETF position peaked at $44K in Q1 2020.
  • 47 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q2 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.