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

Baystate 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	$5.89K	Buy	+506	New	+$5.47K	﹤0.01%	850
2023 Q3	–	Hold	0	–	–	–	1028
2023 Q2	–	Hold	0	–	–	–	1046
2023 Q1	–	Hold	0	–	–	–	1031
2022 Q4	–	Hold	0	–	–	–	937
2022 Q3	–	Hold	0	–	–	–	884
2022 Q2	–	Hold	0	–	–	–	902
2022 Q1	–	Hold	0	–	–	–	879
2021 Q4	–	Hold	0	–	–	–	877
2021 Q3	–	Hold	0	–	–	–	836
2018 Q1	–	Sell	-4	Closed	-$1K	–	679
2017 Q4	$1K	Hold	4	–	–	﹤0.01%	548
2017 Q3	$1K	Hold	4	–	–	﹤0.01%	531
2017 Q2	$1K	Hold	4	–	–	﹤0.01%	548
2017 Q1	$1K	Hold	4	–	–	﹤0.01%	512
2016 Q4	$1K	Buy	+4	New	+$63	﹤0.01%	408

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

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

Baystate Wealth Management opened a new position in abrdn Global Premier Properties Fund (AWP) in Q4 2023: 506 shares worth $5.89K. The stake represents ﹤0.01% of the portfolio and ranks #850 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in AWP as recently as Q4 2017.

Baystate Wealth Management first reported a position in AWP in Q4 2016 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold AWP as of Q4 2023.

Baystate Wealth Management held 506 shares of abrdn Global Premier Properties Fund worth $5.89K as of Q4 2023.
abrdn Global Premier Properties Fund was a new Baystate Wealth Management position in Q4 2023.
abrdn Global Premier Properties Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #850 holding.
Baystate Wealth Management first reported a position in abrdn Global Premier Properties Fund in Q4 2016 and has held it in 6 quarters since.
84 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.