Palisades Hudson Asset Management, L.P. New Holdings in Q1 2024

Palisades Hudson Asset Management, L.P.

  • $220 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
221
New
$450.19 - $1919.16 $99.5K - $424K
221 $377K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.58K
New
$116.48 - $154.6 $184K - $244K
1.58K $244K
CAT
Caterpillar Inc

Industrials
595
New
$278.63 - $366.43 $166K - $218K
595 $218K
WMT
Walmart Inc.

Consumer Defensive
3.59K
New
$58.61 - $175.86 $211K - $632K
3.59K $217K
BAC
Bank Of America Corp

Financial Services
5.58K
New
$31.73 - $37.92 $177K - $212K
5.58K $212K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.41K
New
$56.98 - $284.98 $194K - $970K
3.41K $207K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
188
New
$491.35 - $556.4 $92.4K - $105K
188 $105K
Activity Summary
Buys All Purchases 27 New Holdings 7 Increased Positions 20 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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