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

Tradition 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
2024 Q1	–	Sell	-325	Closed	-$7K	–	944
2023 Q4	$7K	Buy	325 +175	+117%	+$3.53K	﹤0.01%	1073
2023 Q3	$3K	Hold	150	–	–	﹤0.01%	1321
2023 Q2	$3K	Hold	150	–	–	﹤0.01%	1349
2023 Q1	$4K	Hold	150	–	–	﹤0.01%	1218
2022 Q4	$5K	Hold	150	–	–	﹤0.01%	1052
2022 Q3	$6K	Hold	150	–	–	﹤0.01%	1040
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	960
2022 Q1	$6K	Hold	150	–	–	﹤0.01%	1005
2021 Q4	$5K	Sell	150 -100	-40%	-$3.62K	﹤0.01%	1060
2021 Q3	$9K	Hold	250	–	–	﹤0.01%	934
2021 Q2	$13K	Buy	+250	New	+$13K	﹤0.01%	875
2021 Q1	–	Sell	-150	Closed	-$7K	–	962
2020 Q4	$7K	Buy	+150	New	+$6.6K	﹤0.01%	808

Other funds holding PALL

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

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

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

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

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Tradition Wealth Management's PALL Position: Q1 2024 in Review

Tradition Wealth Management sold out of abrdn Physical Palladium Shares ETF (PALL) in Q1 2024, closing a stake of 325 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in PALL in Q4 2020 and held it in 12 quarters. The position peaked at $13K in Q2 2021. 62 funds tracked by Wall St. Rank hold PALL as of Q1 2024.

Tradition Wealth Management reported no remaining abrdn Physical Palladium Shares ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 325 abrdn Physical Palladium Shares ETF shares in Q1 2024, an estimated $7K.
Tradition Wealth Management first reported a position in abrdn Physical Palladium Shares ETF in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's abrdn Physical Palladium Shares ETF position peaked at $13K in Q2 2021.
62 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.