AWS
ACP

Atria Wealth Solutions’s abrdn Income Credit Strategies Fund ACP Stock Holding History

Atria Wealth Solutions’s Portfolio ACP Stock Details ACP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-26,636
Closed -$181K – 1916
2024
Q2 		$181K Buy
+26,636
New +$179K ﹤0.01% 1802
2024
Q1 		– Sell
-22,839
Closed -$173K – 1956
2023
Q4 		$173K Sell
22,839
-5,981
-21% -$37.7K ﹤0.01% 1803
2023
Q3 		$196K Buy
+28,820
New +$200K ﹤0.01% 1709

Other funds holding ACP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Atria Wealth Solutions's ACP Position: Q3 2024 in Review

Atria Wealth Solutions sold out of abrdn Income Credit Strategies Fund (ACP) in Q3 2024, closing a stake of 26,636 shares — an estimated $181K sold.

Atria Wealth Solutions first reported a position in ACP in Q3 2023 and held it in 3 quarters. The position peaked at $196K in Q3 2023. 119 funds tracked by Wall St. Rank hold ACP as of Q3 2024.

  • Atria Wealth Solutions reported no remaining abrdn Income Credit Strategies Fund position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 26,636 abrdn Income Credit Strategies Fund shares in Q3 2024, an estimated $181K.
  • Atria Wealth Solutions first reported a position in abrdn Income Credit Strategies Fund in Q3 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's abrdn Income Credit Strategies Fund position peaked at $196K in Q3 2023.
  • 119 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.