DWM
FAX

Drive Wealth Management’s abrdn Asia-Pacific Income Fund FAX Stock Holding History

Drive Wealth Management’s Portfolio FAX Stock Details FAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,118
Closed -$90K – 170
2022
Q2 		$90K Sell
5,118
-1,055
-17% -$19.7K 0.08% 160
2022
Q1 		$125K Buy
6,173
+2,788
+82% +$59.7K 0.11% 157
2021
Q4 		$78K Buy
+3,385
New +$82.8K 0.07% 152

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PCM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Drive Wealth Management's FAX Position: Q3 2022 in Review

Drive Wealth Management sold out of abrdn Asia-Pacific Income Fund (FAX) in Q3 2022, closing a stake of 5,118 shares — an estimated $90K sold.

Drive Wealth Management first reported a position in FAX in Q4 2021 and held it in 3 quarters. The position peaked at $125K in Q1 2022. 163 funds tracked by Wall St. Rank hold FAX as of Q3 2022.

  • Drive Wealth Management reported no remaining abrdn Asia-Pacific Income Fund position as of Q3 2022 after selling out during the quarter.
  • Drive Wealth Management sold 5,118 abrdn Asia-Pacific Income Fund shares in Q3 2022, an estimated $90K.
  • Drive Wealth Management first reported a position in abrdn Asia-Pacific Income Fund in Q4 2021 and held it in 3 quarters.
  • Drive Wealth Management's abrdn Asia-Pacific Income Fund position peaked at $125K in Q1 2022.
  • 163 funds tracked by Wall St. Rank held abrdn Asia-Pacific Income Fund as of Q3 2022.

Based on Drive Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.