Independent Financial Group’s abrdn Global Premier Properties Fund AWP Stock Holding History

Independent Financial Group’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
2021 Q1	–	Sell	-7,723	Closed	-$122K	–	641
2020 Q4	$122K	Sell	7,723 -7,258	-48%	-$108K	0.02%	541
2020 Q3	$207K	Sell	14,981 -419	-3%	-$6.01K	0.04%	447
2020 Q2	$215K	Buy	15,400 +146	+1%	+$1.96K	0.05%	396
2020 Q1	$194K	Buy	+15,254	New	+$274K	0.06%	340

Other funds holding AWP

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

Independent Financial Group's AWP Position: Q1 2021 in Review

Independent Financial Group sold out of abrdn Global Premier Properties Fund (AWP) in Q1 2021, closing a stake of 7,723 shares — an estimated $122K sold.

Independent Financial Group first reported a position in AWP in Q1 2020 and held it in 4 quarters. The position peaked at $215K in Q2 2020. 79 funds tracked by Wall St. Rank hold AWP as of Q1 2021.

Independent Financial Group reported no remaining abrdn Global Premier Properties Fund position as of Q1 2021 after selling out during the quarter.
Independent Financial Group sold 7,723 abrdn Global Premier Properties Fund shares in Q1 2021, an estimated $122K.
Independent Financial Group first reported a position in abrdn Global Premier Properties Fund in Q1 2020 and held it in 4 quarters.
Independent Financial Group's abrdn Global Premier Properties Fund position peaked at $215K in Q2 2020.
79 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q1 2021.

Based on Independent Financial Group's 13F filing for Q1 2021, filed 15 Jun 2026.