FAIM
AWP

Financial Advocates Investment Management’s abrdn Global Premier Properties Fund AWP Stock Holding History

Financial Advocates Investment Management’s Portfolio AWP Stock Details AWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,853
Closed -$56.5K – 776
2023
Q4 		$56.5K Sell
4,853
-5,783
-54% -$62.5K ﹤0.01% 715
2023
Q3 		$116K Hold
10,636
– – 0.01% 671
2023
Q2 		$125K Hold
10,636
– – 0.01% 668
2023
Q1 		$131K Hold
10,636
– – 0.01% 705
2022
Q4 		$124K Sell
10,636
-5,205
-33% -$62.7K 0.01% 709
2022
Q3 		$182K Hold
15,841
– – 0.02% 700
2022
Q2 		$233K Hold
15,841
– – 0.02% 571
2022
Q1 		$306K Hold
15,841
– – 0.02% 570
2021
Q4 		$325K Hold
15,841
– – 0.02% 612
2021
Q3 		$288K Sell
15,841
-703
-4% -$13.9K 0.02% 622
2021
Q2 		$316K Sell
16,544
-1,333
-7% -$25.4K 0.02% 603
2021
Q1 		$319K Sell
17,877
-1,446
-7% -$23.9K 0.02% 588
2020
Q4 		$305K Sell
19,323
-7,220
-27% -$107K 0.02% 562
2020
Q3 		$367K Sell
26,543
-6,667
-20% -$95.6K 0.03% 431
2020
Q2 		$464K Sell
33,210
-50
-0.2% -$672 0.04% 374
2020
Q1 		$423K Buy
33,260
+50
+0.2% +$897 0.06% 301
2019
Q4 		$646K Sell
33,210
-1,166
-3% -$22.3K 0.07% 274
2019
Q3 		$641K Sell
34,376
-2,667
-7% -$49.3K 0.07% 254
2019
Q2 		$696K Sell
37,043
-833
-2% -$15.1K 0.08% 225
2019
Q1 		$683K Hold
37,876
– – 0.08% 227
2018
Q4 		$566K Sell
37,876
-7,834
-17% -$129K 0.08% 230
2018
Q3 		$831K Buy
45,710
+2,000
+5% +$37.7K 0.09% 213
2018
Q2 		$837K Hold
43,710
– – 0.1% 206
2018
Q1 		$818K Sell
43,710
-21,166
-33% -$411K 0.11% 199
2017
Q4 		$1.31M Buy
+64,876
New +$1.28M 0.18% 123

Other funds holding AWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's AWP Position: Q1 2024 in Review

Financial Advocates Investment Management sold out of abrdn Global Premier Properties Fund (AWP) in Q1 2024, closing a stake of 4,853 shares — an estimated $56.5K sold.

Financial Advocates Investment Management first reported a position in AWP in Q4 2017 and held it in 25 quarters. The position peaked at $1.31M in Q4 2017. 82 funds tracked by Wall St. Rank hold AWP as of Q1 2024.

  • Financial Advocates Investment Management reported no remaining abrdn Global Premier Properties Fund position as of Q1 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,853 abrdn Global Premier Properties Fund shares in Q1 2024, an estimated $56.5K.
  • Financial Advocates Investment Management first reported a position in abrdn Global Premier Properties Fund in Q4 2017 and held it in 25 quarters.
  • Financial Advocates Investment Management's abrdn Global Premier Properties Fund position peaked at $1.31M in Q4 2017.
  • 82 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q1 2024.

Based on Financial Advocates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.