BEI
IAF

Benjamin Edwards Inc’s abrdn Australia Equity Fund IAF Stock Holding History

Benjamin Edwards Inc’s Portfolio IAF Stock Details IAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-408
Closed -$5K – 745
2024
Q1 		$5K Buy
+408
New +$5.13K ﹤0.01% 671

Other funds holding IAF

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Benjamin Edwards Inc's IAF Position: Q2 2024 in Review

Benjamin Edwards Inc sold out of abrdn Australia Equity Fund (IAF) in Q2 2024, closing a stake of 408 shares — an estimated $5K sold.

Benjamin Edwards Inc first reported a position in IAF in Q1 2024 and held it in 1 quarter. The position peaked at $5K in Q1 2024. 29 funds tracked by Wall St. Rank hold IAF as of Q2 2024.

  • Benjamin Edwards Inc reported no remaining abrdn Australia Equity Fund position as of Q2 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 408 abrdn Australia Equity Fund shares in Q2 2024, an estimated $5K.
  • Benjamin Edwards Inc first reported a position in abrdn Australia Equity Fund in Q1 2024 and held it in 1 quarter.
  • Benjamin Edwards Inc's abrdn Australia Equity Fund position peaked at $5K in Q1 2024.
  • 29 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q2 2024.

Based on Benjamin Edwards Inc's 13F filing for Q2 2024, filed 12 Aug 2024.