Atria Wealth Solutions’s abrdn Global Premier Properties Fund AWP Stock Holding History

Atria Wealth Solutions’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 Q4	–	Sell	-4,244	Closed	-$58.8K	–	1975
2024 Q3	$58.8K	Buy	4,244 +14	+0.3%	+$177	﹤0.01%	1882
2024 Q2	$48.5K	Buy	4,230 +6	+0.1%	+$68	﹤0.01%	1891
2024 Q1	$50.2K	Buy	+4,224	New	+$47.7K	﹤0.01%	1922
2023 Q1	–	Sell	-4,469	Closed	-$52.8K	–	1860
2022 Q4	$52.8K	Sell	4,469 -3,758	-46%	-$45.3K	﹤0.01%	1742
2022 Q3	$94.3K	Buy	+8,227	New	+$121K	﹤0.01%	1644
2022 Q2	–	Sell	-11,156	Closed	-$216K	–	1643
2022 Q1	$216K	Buy	+11,156	New	+$209K	﹤0.01%	1541

Other funds holding AWP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atria Wealth Solutions's AWP Position: Q4 2024 in Review

Atria Wealth Solutions sold out of abrdn Global Premier Properties Fund (AWP) in Q4 2024, closing a stake of 4,244 shares — an estimated $58.8K sold.

Atria Wealth Solutions first reported a position in AWP in Q1 2022 and held it in 6 quarters. The position peaked at $216K in Q1 2022. 97 funds tracked by Wall St. Rank hold AWP as of Q4 2024.

Atria Wealth Solutions reported no remaining abrdn Global Premier Properties Fund position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 4,244 abrdn Global Premier Properties Fund shares in Q4 2024, an estimated $58.8K.
Atria Wealth Solutions first reported a position in abrdn Global Premier Properties Fund in Q1 2022 and held it in 6 quarters.
Atria Wealth Solutions's abrdn Global Premier Properties Fund position peaked at $216K in Q1 2022.
97 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.