JP Morgan Private Wealth Advisors’s abrdn Global Premier Properties Fund AWP Stock Holding History

JP Morgan Private Wealth Advisors’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 Q1	–	Sell	-3,533	Closed	-$73K	–	2002
2021 Q4	$73K	Buy	+3,533	New	+$68.3K	﹤0.01%	1951
2017 Q1	–	Sell	-3,756	Closed	-$58K	–	1331
2016 Q4	$58K	Hold	3,756	–	–	﹤0.01%	1220
2016 Q3	$63K	Hold	3,756	–	–	﹤0.01%	1202
2016 Q2	$62K	Buy	+3,756	New	+$62.6K	﹤0.01%	1227

Other funds holding AWP

PPA

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

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

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

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

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's AWP Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of abrdn Global Premier Properties Fund (AWP) in Q1 2022, closing a stake of 3,533 shares — an estimated $73K sold.

JP Morgan Private Wealth Advisors first reported a position in AWP in Q2 2016 and held it in 4 quarters. The position peaked at $73K in Q4 2021. 83 funds tracked by Wall St. Rank hold AWP as of Q1 2022.

JP Morgan Private Wealth Advisors reported no remaining abrdn Global Premier Properties Fund position as of Q1 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,533 abrdn Global Premier Properties Fund shares in Q1 2022, an estimated $73K.
JP Morgan Private Wealth Advisors first reported a position in abrdn Global Premier Properties Fund in Q2 2016 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's abrdn Global Premier Properties Fund position peaked at $73K in Q4 2021.
83 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.