LNWWM
AGD

Laird Norton Wetherby Wealth Management’s abrdn Global Dynamic Dividend Fund AGD Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio AGD Stock Details AGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-15,672
Closed -$132K – 904
2022
Q3 		$132K Buy
15,672
+902
+6% +$8.62K 0.01% 832
2022
Q2 		$138K Buy
+14,770
New +$149K 0.01% 852

Other funds holding AGD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's AGD Position: Q4 2022 in Review

Laird Norton Wetherby Wealth Management sold out of abrdn Global Dynamic Dividend Fund (AGD) in Q4 2022, closing a stake of 15,672 shares — an estimated $132K sold.

Laird Norton Wetherby Wealth Management first reported a position in AGD in Q2 2022 and held it in 2 quarters. The position peaked at $138K in Q2 2022. 46 funds tracked by Wall St. Rank hold AGD as of Q4 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining abrdn Global Dynamic Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 15,672 abrdn Global Dynamic Dividend Fund shares in Q4 2022, an estimated $132K.
  • Laird Norton Wetherby Wealth Management first reported a position in abrdn Global Dynamic Dividend Fund in Q2 2022 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's abrdn Global Dynamic Dividend Fund position peaked at $138K in Q2 2022.
  • 46 funds tracked by Wall St. Rank held abrdn Global Dynamic Dividend Fund as of Q4 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.