Number of Shares
102,652.00
Current Holdings Value*
$7.60 Mil
% of Portfolio
3.59%
Total Estimate Gain
$1.38 Mil
% of Total Estimate Gain
17.29%

Palisades Hudson Asset Management, L.P.'s iShares MSCI All Country Asia ex Japan Index Fund Holding Summary

As of 2025-03-31, Palisades Hudson Asset Management, L.P. held 102,652.00 shares of iShares MSCI All Country Asia ex Japan Index Fund(AAXJ), totaling $7.60 Mil. This investment constitutes 3.59% of their stock portfolio, and Palisades Hudson Asset Management, L.P. now holds 0.31% of the outstanding iShares MSCI All Country Asia ex Japan Index Fund(AAXJ) stock.

The initial trade took place in 2013Q4. And since then Palisades Hudson Asset Management, L.P. has made 18 purchases of AAXJ, at an average price of $71.67, for a total of 111,592.00 shares. In addition, there have been 12 sales at an average price of $70.93 for 8,940.00 shares. Based on historical transaction data and AAXJ's current price of $85.20, Palisades Hudson Asset Management, L.P.'s estimated gain on his AAXJ holdings is $1.38 Mil, reflecting a 17.29% gain to date.

Palisades Hudson Asset Management, L.P. AAXJ ($85.20) Holding Chart

Palisades Hudson Asset Management, L.P. AAXJ ($85.20) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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