CWP
IAF

Cyndeo Wealth Partners’s abrdn Australia Equity Fund IAF Stock Holding History

Cyndeo Wealth Partners’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
2023
Q2 		– Sell
-3,803
Closed -$50.1K – 336
2023
Q1 		$50.1K Buy
+3,803
New +$53.5K 0.01% 318

Other funds holding IAF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cyndeo Wealth Partners's IAF Position: Q2 2023 in Review

Cyndeo Wealth Partners sold out of abrdn Australia Equity Fund (IAF) in Q2 2023, closing a stake of 3,803 shares — an estimated $50.1K sold.

Cyndeo Wealth Partners first reported a position in IAF in Q1 2023 and held it in 1 quarter. The position peaked at $50.1K in Q1 2023. 25 funds tracked by Wall St. Rank hold IAF as of Q2 2023.

  • Cyndeo Wealth Partners reported no remaining abrdn Australia Equity Fund position as of Q2 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 3,803 abrdn Australia Equity Fund shares in Q2 2023, an estimated $50.1K.
  • Cyndeo Wealth Partners first reported a position in abrdn Australia Equity Fund in Q1 2023 and held it in 1 quarter.
  • Cyndeo Wealth Partners's abrdn Australia Equity Fund position peaked at $50.1K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q2 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.