Kestra Advisory Services
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Kestra Advisory Services’s abrdn Australia Equity Fund IAF Stock Holding History

Kestra Advisory Services’s Portfolio IAF Stock Details IAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,476
Closed -$45.1K – 2641
2024
Q2 		$45.1K Sell
3,476
-523
-13% -$6.73K ﹤0.01% 2563
2024
Q1 		$51.1K Buy
3,999
+605
+18% +$7.61K ﹤0.01% 2398
2023
Q4 		$44.1K Buy
+3,394
New +$40.2K ﹤0.01% 2228

Other funds holding IAF

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.3B AUM 39.4% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Kestra Advisory Services's IAF Position: Q3 2024 in Review

Kestra Advisory Services sold out of abrdn Australia Equity Fund (IAF) in Q3 2024, closing a stake of 3,476 shares — an estimated $45.1K sold.

Kestra Advisory Services first reported a position in IAF in Q4 2023 and held it in 3 quarters. The position peaked at $51.1K in Q1 2024. 30 funds tracked by Wall St. Rank hold IAF as of Q3 2024.

  • Kestra Advisory Services reported no remaining abrdn Australia Equity Fund position as of Q3 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 3,476 abrdn Australia Equity Fund shares in Q3 2024, an estimated $45.1K.
  • Kestra Advisory Services first reported a position in abrdn Australia Equity Fund in Q4 2023 and held it in 3 quarters.
  • Kestra Advisory Services's abrdn Australia Equity Fund position peaked at $51.1K in Q1 2024.
  • 30 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q3 2024.

Based on Kestra Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.