DWP
ACP

Daymark Wealth Partners’s abrdn Income Credit Strategies Fund ACP Stock Holding History

Daymark Wealth Partners’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
2023
Q2 		– Sell
-10,390
Closed -$69.3K – 377
2023
Q1 		$69.3K Buy
+10,390
New +$77.4K 0.01% 292

Other funds holding ACP

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Daymark Wealth Partners's ACP Position: Q2 2023 in Review

Daymark Wealth Partners sold out of abrdn Income Credit Strategies Fund (ACP) in Q2 2023, closing a stake of 10,390 shares — an estimated $69.3K sold.

Daymark Wealth Partners first reported a position in ACP in Q1 2023 and held it in 1 quarter. The position peaked at $69.3K in Q1 2023. 46 funds tracked by Wall St. Rank hold ACP as of Q2 2023.

  • Daymark Wealth Partners reported no remaining abrdn Income Credit Strategies Fund position as of Q2 2023 after selling out during the quarter.
  • Daymark Wealth Partners sold 10,390 abrdn Income Credit Strategies Fund shares in Q2 2023, an estimated $69.3K.
  • Daymark Wealth Partners first reported a position in abrdn Income Credit Strategies Fund in Q1 2023 and held it in 1 quarter.
  • Daymark Wealth Partners's abrdn Income Credit Strategies Fund position peaked at $69.3K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q2 2023.

Based on Daymark Wealth Partners's 13F filing for Q2 2023, filed 19 Jul 2023.