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Palisades Hudson Asset Management, L.P. Buys iShares Gold Trust, Vanguard ESG U.S. Stock ETF, JPMorgan Chase, Sells MicroStrategy Inc, Vanguard Global ex-U.S. Real Estate ETF

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Oct 28, 2021
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Fort Lauderdale, FL, based Investment company Palisades Hudson Asset Management, L.P. (Current Portfolio) buys iShares Gold Trust, Vanguard ESG U.S. Stock ETF, JPMorgan Chase, sells MicroStrategy Inc, Vanguard Global ex-U.S. Real Estate ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Palisades Hudson Asset Management, L.P.. As of 2021Q3, Palisades Hudson Asset Management, L.P. owns 108 stocks with a total value of $210 million. These are the details of the buys and sells.

For the details of Palisades Hudson Asset Management, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/palisades+hudson+asset+management%2C+l.p./current-portfolio/portfolio

These are the top 5 holdings of Palisades Hudson Asset Management, L.P.
  1. iShares S&P Small-Cap 600 Value ETF (IJS) - 306,421 shares, 14.67% of the total portfolio. Shares reduced by 0.58%
  2. iShares Core S&P 500 ETF (IVV) - 53,778 shares, 11.01% of the total portfolio. Shares reduced by 8.29%
  3. S&P 500 ETF TRUST ETF (SPY) - 41,672 shares, 8.50% of the total portfolio. Shares reduced by 0.91%
  4. Vanguard Total Stock Market ETF (VTI) - 61,143 shares, 6.45% of the total portfolio.
  5. IJTiShares S&P Small-Cap 600 Growth ETF (IJT) - 102,447 shares, 6.33% of the total portfolio. Shares reduced by 0.8%
New Purchase: iShares Gold Trust (IAU)

Palisades Hudson Asset Management, L.P. initiated holding in iShares Gold Trust. The purchase prices were between $32.85 and $34.83, with an estimated average price of $34.07. The stock is now traded at around $34.220000. The impact to a portfolio due to this purchase was 1.62%. The holding were 102,096 shares as of 2021-09-30.

New Purchase: Vanguard ESG U.S. Stock ETF (ESGV)

Palisades Hudson Asset Management, L.P. initiated holding in Vanguard ESG U.S. Stock ETF. The purchase prices were between $79.14 and $84.64, with an estimated average price of $82.18. The stock is now traded at around $85.540000. The impact to a portfolio due to this purchase was 0.27%. The holding were 7,194 shares as of 2021-09-30.

Added: JPMorgan Chase & Co (JPM)

Palisades Hudson Asset Management, L.P. added to a holding in JPMorgan Chase & Co by 46.19%. The purchase prices were between $146.97 and $166.98, with an estimated average price of $156.81. The stock is now traded at around $170.360000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,744 shares as of 2021-09-30.

Sold Out: MicroStrategy Inc (MSTR)

Palisades Hudson Asset Management, L.P. sold out a holding in MicroStrategy Inc. The sale prices were between $498.72 and $767.73, with an estimated average price of $642.21.

Sold Out: Vanguard Global ex-U.S. Real Estate ETF (VNQI)

Palisades Hudson Asset Management, L.P. sold out a holding in Vanguard Global ex-U.S. Real Estate ETF. The sale prices were between $56.04 and $59.45, with an estimated average price of $58.12.



Here is the complete portfolio of Palisades Hudson Asset Management, L.P.. Also check out:

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2. Palisades Hudson Asset Management, L.P.'s Top Growth Companies, and
3. Palisades Hudson Asset Management, L.P.'s High Yield stocks
4. Stocks that Palisades Hudson Asset Management, L.P. keeps buying
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