GI
AWP

Gradient Investments’s abrdn Global Premier Properties Fund AWP Stock Holding History

Gradient Investments’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
2022
Q4 		– Sell
-604
Closed -$7K – 1516
2022
Q3 		$7K Buy
+604
New +$8.87K ﹤0.01% 866
2022
Q1 		– Sell
-1,000
Closed -$21K – 1178
2021
Q4 		$21K Buy
+1,000
New +$19.3K ﹤0.01% 643

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gradient Investments's AWP Position: Q4 2022 in Review

Gradient Investments sold out of abrdn Global Premier Properties Fund (AWP) in Q4 2022, closing a stake of 604 shares — an estimated $7K sold.

Gradient Investments first reported a position in AWP in Q4 2021 and held it in 2 quarters. The position peaked at $21K in Q4 2021. 85 funds tracked by Wall St. Rank hold AWP as of Q4 2022.

  • Gradient Investments reported no remaining abrdn Global Premier Properties Fund position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 604 abrdn Global Premier Properties Fund shares in Q4 2022, an estimated $7K.
  • Gradient Investments first reported a position in abrdn Global Premier Properties Fund in Q4 2021 and held it in 2 quarters.
  • Gradient Investments's abrdn Global Premier Properties Fund position peaked at $21K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.