FFP
AOD

FourThought Financial Partners’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

FourThought Financial Partners’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
Q2 		– Sell
-24,895
Closed -$201K – 331
2023
Q1 		$201K Sell
24,895
-875
-3% -$7.12K 0.03% 308
2022
Q4 		$201K Buy
+25,770
New +$199K 0.03% 310

Other funds holding AOD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FourThought Financial Partners's AOD Position: Q2 2023 in Review

FourThought Financial Partners sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q2 2023, closing a stake of 24,895 shares — an estimated $201K sold.

FourThought Financial Partners first reported a position in AOD in Q4 2022 and held it in 2 quarters. The position peaked at $201K in Q1 2023. 124 funds tracked by Wall St. Rank hold AOD as of Q2 2023.

  • FourThought Financial Partners reported no remaining abrdn Total Dynamic Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • FourThought Financial Partners sold 24,895 abrdn Total Dynamic Dividend Fund shares in Q2 2023, an estimated $201K.
  • FourThought Financial Partners first reported a position in abrdn Total Dynamic Dividend Fund in Q4 2022 and held it in 2 quarters.
  • FourThought Financial Partners's abrdn Total Dynamic Dividend Fund position peaked at $201K in Q1 2023.
  • 124 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q2 2023.

Based on FourThought Financial Partners's 13F filing for Q2 2023, filed 11 Aug 2023.