LA
IAF

LM Advisors’s abrdn Australia Equity Fund IAF Stock Holding History

LM Advisors’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
Q1 		– Sell
-2,199
Closed -$28.6K – 439
2023
Q4 		$28.6K Buy
+2,199
New +$26.1K 0.01% 386

Other funds holding IAF

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LM Advisors's IAF Position: Q1 2024 in Review

LM Advisors sold out of abrdn Australia Equity Fund (IAF) in Q1 2024, closing a stake of 2,199 shares — an estimated $28.6K sold.

LM Advisors first reported a position in IAF in Q4 2023 and held it in 1 quarter. The position peaked at $28.6K in Q4 2023. 37 funds tracked by Wall St. Rank hold IAF as of Q1 2024.

  • LM Advisors reported no remaining abrdn Australia Equity Fund position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 2,199 abrdn Australia Equity Fund shares in Q1 2024, an estimated $28.6K.
  • LM Advisors first reported a position in abrdn Australia Equity Fund in Q4 2023 and held it in 1 quarter.
  • LM Advisors's abrdn Australia Equity Fund position peaked at $28.6K in Q4 2023.
  • 37 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.