EverSource Wealth Advisors’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

EverSource Wealth Advisors’s Portfolio AOD Stock Details AOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-738	Closed	-$6.1K	–	2501
2023 Q2	$6.1K	Hold	738	–	–	﹤0.01%	1642
2023 Q1	$5.96K	Hold	738	–	–	﹤0.01%	1582
2022 Q4	$5.76K	Hold	738	–	–	﹤0.01%	1550
2022 Q3	$5K	Buy	+738	New	+$5.97K	﹤0.01%	1342

Other funds holding AOD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

API

Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return

EverSource Wealth Advisors's AOD Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q3 2023, closing a stake of 738 shares — an estimated $6.1K sold.

EverSource Wealth Advisors first reported a position in AOD in Q3 2022 and held it in 4 quarters. The position peaked at $6.1K in Q2 2023. 125 funds tracked by Wall St. Rank hold AOD as of Q3 2023.

EverSource Wealth Advisors reported no remaining abrdn Total Dynamic Dividend Fund position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 738 abrdn Total Dynamic Dividend Fund shares in Q3 2023, an estimated $6.1K.
EverSource Wealth Advisors first reported a position in abrdn Total Dynamic Dividend Fund in Q3 2022 and held it in 4 quarters.
EverSource Wealth Advisors's abrdn Total Dynamic Dividend Fund position peaked at $6.1K in Q2 2023.
125 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.