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

TCI 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
2023 Q2	–	Sell	-1,000	Closed	-$27K	–	1612
2023 Q1	$27K	Hold	1,000	–	–	﹤0.01%	594
2022 Q4	$33K	Hold	1,000	–	–	﹤0.01%	517
2022 Q3	$40K	Hold	1,000	–	–	0.01%	429
2022 Q2	$36K	Hold	1,000	–	–	0.01%	453
2022 Q1	$42K	Hold	1,000	–	–	0.01%	458
2021 Q4	$35K	Hold	1,000	–	–	0.01%	492
2021 Q3	$36K	Sell	1,000 -125	-11%	-$5.7K	0.01%	497
2021 Q2	$58K	Buy	1,125 +125	+13%	+$6.52K	0.01%	367
2021 Q1	$49K	Hold	1,000	–	–	0.02%	358
2020 Q4	$46K	Hold	1,000	–	–	0.02%	345
2020 Q3	$43K	Hold	1,000	–	–	0.02%	338
2020 Q2	$37K	Hold	1,000	–	–	0.02%	355
2020 Q1	$44K	Sell	1,000 -500	-33%	-$21.5K	0.02%	333
2019 Q4	$55K	Hold	1,500	–	–	0.02%	364
2019 Q3	$48K	Hold	1,500	–	–	0.02%	339
2019 Q2	$44K	Hold	1,500	–	–	0.02%	334
2019 Q1	$39K	Hold	1,500	–	–	0.02%	386
2018 Q4	$36K	Hold	1,500	–	–	0.02%	371
2018 Q3	$31K	Hold	1,500	–	–	0.01%	415
2018 Q2	$27K	Hold	1,500	–	–	0.01%	425
2018 Q1	$27K	Hold	1,500	–	–	0.01%	430
2017 Q4	$30K	Hold	1,500	–	–	0.01%	418
2017 Q3	$27K	Hold	1,500	–	–	0.01%	413
2017 Q2	$24K	Hold	1,500	–	–	0.01%	435
2017 Q1	$23K	Hold	1,500	–	–	0.01%	429
2016 Q4	$20K	Hold	1,500	–	–	0.01%	490
2016 Q3	$21K	Hold	1,500	–	–	0.01%	442
2016 Q2	$17K	Hold	1,500	–	–	0.01%	470
2016 Q1	$16K	Hold	1,500	–	–	0.01%	486
2015 Q4	$16K	Hold	1,500	–	–	0.01%	475
2015 Q3	$19K	Hold	1,500	–	–	0.01%	406
2015 Q2	$20K	Hold	1,500	–	–	0.01%	405
2015 Q1	$21K	Buy	+1,500	New	+$22.9K	0.01%	347

Other funds holding PALL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCI Wealth Advisors's PALL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of abrdn Physical Palladium Shares ETF (PALL) in Q2 2023, closing a stake of 1,000 shares — an estimated $27K sold.

TCI Wealth Advisors first reported a position in PALL in Q1 2015 and held it in 33 quarters. The position peaked at $58K in Q2 2021. 64 funds tracked by Wall St. Rank hold PALL as of Q2 2023.

TCI Wealth Advisors reported no remaining abrdn Physical Palladium Shares ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,000 abrdn Physical Palladium Shares ETF shares in Q2 2023, an estimated $27K.
TCI Wealth Advisors first reported a position in abrdn Physical Palladium Shares ETF in Q1 2015 and held it in 33 quarters.
TCI Wealth Advisors's abrdn Physical Palladium Shares ETF position peaked at $58K in Q2 2021.
64 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.