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

Axxcess 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
2023 Q4	–	Sell	-9,514	Closed	-$104K	–	840
2023 Q3	$104K	Buy	+9,514	New	+$112K	﹤0.01%	772
2023 Q2	–	Sell	-9,514	Closed	-$118K	–	598
2023 Q1	$118K	Hold	9,514	–	–	0.01%	612
2022 Q4	$111K	Buy	+9,514	New	+$115K	0.01%	592

Other funds holding AWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

AAM

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Axxcess Wealth Management's AWP Position: Q4 2023 in Review

Axxcess Wealth Management sold out of abrdn Global Premier Properties Fund (AWP) in Q4 2023, closing a stake of 9,514 shares — an estimated $104K sold.

Axxcess Wealth Management first reported a position in AWP in Q4 2022 and held it in 3 quarters. The position peaked at $118K in Q1 2023. 84 funds tracked by Wall St. Rank hold AWP as of Q4 2023.

Axxcess Wealth Management reported no remaining abrdn Global Premier Properties Fund position as of Q4 2023 after selling out during the quarter.
Axxcess Wealth Management sold 9,514 abrdn Global Premier Properties Fund shares in Q4 2023, an estimated $104K.
Axxcess Wealth Management first reported a position in abrdn Global Premier Properties Fund in Q4 2022 and held it in 3 quarters.
Axxcess Wealth Management's abrdn Global Premier Properties Fund position peaked at $118K in Q1 2023.
84 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.