Independent Advisor Alliance’s abrdn Global Premier Properties Fund AWP Stock Holding History

Independent Advisor Alliance’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
2025 Q1	–	Sell	-4,164	Closed	-$48.2K	–	831
2024 Q4	$48.2K	Buy	+4,164	New	+$53.1K	﹤0.01%	1336
2020 Q1	–	Sell	-10,567	Closed	-$205K	–	449
2019 Q4	$205K	Buy	+10,567	New	+$202K	0.01%	813
2017 Q2	–	Sell	-4,777	Closed	-$83K	–	247
2017 Q1	$83K	Buy	+4,777	New	+$78.5K	0.01%	394

Other funds holding AWP

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

PCM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

AAM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

Independent Advisor Alliance's AWP Position: Q1 2025 in Review

Independent Advisor Alliance sold out of abrdn Global Premier Properties Fund (AWP) in Q1 2025, closing a stake of 4,164 shares — an estimated $48.2K sold.

Independent Advisor Alliance first reported a position in AWP in Q1 2017 and held it in 3 quarters. The position peaked at $205K in Q4 2019. 85 funds tracked by Wall St. Rank hold AWP as of Q1 2025.

Independent Advisor Alliance reported no remaining abrdn Global Premier Properties Fund position as of Q1 2025 after selling out during the quarter.
Independent Advisor Alliance sold 4,164 abrdn Global Premier Properties Fund shares in Q1 2025, an estimated $48.2K.
Independent Advisor Alliance first reported a position in abrdn Global Premier Properties Fund in Q1 2017 and held it in 3 quarters.
Independent Advisor Alliance's abrdn Global Premier Properties Fund position peaked at $205K in Q4 2019.
85 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.