CIA
ACP

Cape Investment Advisory’s abrdn Income Credit Strategies Fund ACP Stock Holding History

Cape Investment Advisory’s Portfolio ACP Stock Details ACP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24,477
Closed -$166K – 937
2023
Q4 		$166K Buy
+24,477
New +$154K 0.08% 164

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CIA
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SFS
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Osaic Holdings
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LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
NAS
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Cape Investment Advisory's ACP Position: Q1 2024 in Review

Cape Investment Advisory sold out of abrdn Income Credit Strategies Fund (ACP) in Q1 2024, closing a stake of 24,477 shares — an estimated $166K sold.

Cape Investment Advisory first reported a position in ACP in Q4 2023 and held it in 1 quarter. The position peaked at $166K in Q4 2023. 45 funds tracked by Wall St. Rank hold ACP as of Q1 2024.

  • Cape Investment Advisory reported no remaining abrdn Income Credit Strategies Fund position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 24,477 abrdn Income Credit Strategies Fund shares in Q1 2024, an estimated $166K.
  • Cape Investment Advisory first reported a position in abrdn Income Credit Strategies Fund in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's abrdn Income Credit Strategies Fund position peaked at $166K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.