AWG
AOD

Altus Wealth Group’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Altus Wealth Group’s Portfolio AOD Stock Details AOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,325
Closed -$12K – 195
2020
Q4 		$12K Buy
+1,325
New +$11K 0.01% 471

Other funds holding AOD

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altus Wealth Group's AOD Position: Q1 2021 in Review

Altus Wealth Group sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q1 2021, closing a stake of 1,325 shares — an estimated $12K sold.

Altus Wealth Group first reported a position in AOD in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 111 funds tracked by Wall St. Rank hold AOD as of Q1 2021.

  • Altus Wealth Group reported no remaining abrdn Total Dynamic Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 1,325 abrdn Total Dynamic Dividend Fund shares in Q1 2021, an estimated $12K.
  • Altus Wealth Group first reported a position in abrdn Total Dynamic Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's abrdn Total Dynamic Dividend Fund position peaked at $12K in Q4 2020.
  • 111 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.