AWM
AWP

Activest Wealth Management’s abrdn Global Premier Properties Fund AWP Stock Holding History

Activest Wealth Management’s Portfolio AWP Stock Details AWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,000
Closed -$115K – 579
2024
Q2 		$115K Buy
+10,000
New +$113K 0.04% 119

Other funds holding AWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Activest Wealth Management's AWP Position: Q3 2024 in Review

Activest Wealth Management sold out of abrdn Global Premier Properties Fund (AWP) in Q3 2024, closing a stake of 10,000 shares — an estimated $115K sold.

Activest Wealth Management first reported a position in AWP in Q2 2024 and held it in 1 quarter. The position peaked at $115K in Q2 2024. 80 funds tracked by Wall St. Rank hold AWP as of Q3 2024.

  • Activest Wealth Management reported no remaining abrdn Global Premier Properties Fund position as of Q3 2024 after selling out during the quarter.
  • Activest Wealth Management sold 10,000 abrdn Global Premier Properties Fund shares in Q3 2024, an estimated $115K.
  • Activest Wealth Management first reported a position in abrdn Global Premier Properties Fund in Q2 2024 and held it in 1 quarter.
  • Activest Wealth Management's abrdn Global Premier Properties Fund position peaked at $115K in Q2 2024.
  • 80 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q3 2024.

Based on Activest Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.