AWM
AWP

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

Avior 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
2022
Q2 		– Sell
-1,000
Closed -$19K – 1063
2022
Q1 		$19K Hold
1,000
– – ﹤0.01% 719
2021
Q4 		$20K Hold
1,000
– – ﹤0.01% 699
2021
Q3 		$18K Buy
+1,000
New +$19.7K ﹤0.01% 689

Other funds holding AWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Avior Wealth Management's AWP Position: Q2 2022 in Review

Avior Wealth Management sold out of abrdn Global Premier Properties Fund (AWP) in Q2 2022, closing a stake of 1,000 shares — an estimated $19K sold.

Avior Wealth Management first reported a position in AWP in Q3 2021 and held it in 3 quarters. The position peaked at $20K in Q4 2021. 76 funds tracked by Wall St. Rank hold AWP as of Q2 2022.

  • Avior Wealth Management reported no remaining abrdn Global Premier Properties Fund position as of Q2 2022 after selling out during the quarter.
  • Avior Wealth Management sold 1,000 abrdn Global Premier Properties Fund shares in Q2 2022, an estimated $19K.
  • Avior Wealth Management first reported a position in abrdn Global Premier Properties Fund in Q3 2021 and held it in 3 quarters.
  • Avior Wealth Management's abrdn Global Premier Properties Fund position peaked at $20K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q2 2022.

Based on Avior Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.