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WR Wealth Planners’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

WR Wealth Planners’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
Q2 		– Sell
-275
Closed -$5.14K – 1198
2024
Q1 		$5.14K Buy
+275
New +$4.95K ﹤0.01% 710
2023
Q4 		– Sell
-275
Closed -$6.33K – 646
2023
Q3 		$6.33K Hold
275
– – ﹤0.01% 642
2023
Q2 		$6.26K Hold
275
– – ﹤0.01% 647
2023
Q1 		$7.43K Hold
275
– – ﹤0.01% 622
2022
Q4 		$9.08K Hold
275
– – 0.01% 279
2022
Q3 		$11K Hold
275
– – 0.01% 252
2022
Q2 		$9.82K Hold
275
– – 0.01% 284
2022
Q1 		$11.5K Buy
+275
New +$11.9K 0.01% 284

Other funds holding PALL

KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

WR Wealth Planners's PALL Position: Q2 2024 in Review

WR Wealth Planners sold out of abrdn Physical Palladium Shares ETF (PALL) in Q2 2024, closing a stake of 275 shares — an estimated $5.14K sold.

WR Wealth Planners first reported a position in PALL in Q1 2022 and held it in 8 quarters. The position peaked at $11.5K in Q1 2022. 62 funds tracked by Wall St. Rank hold PALL as of Q2 2024.

  • WR Wealth Planners reported no remaining abrdn Physical Palladium Shares ETF position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 275 abrdn Physical Palladium Shares ETF shares in Q2 2024, an estimated $5.14K.
  • WR Wealth Planners first reported a position in abrdn Physical Palladium Shares ETF in Q1 2022 and held it in 8 quarters.
  • WR Wealth Planners's abrdn Physical Palladium Shares ETF position peaked at $11.5K in Q1 2022.
  • 62 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.