Logan Stone Capital
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Logan Stone Capital’s abrdn Australia Equity Fund IAF Stock Holding History

Logan Stone Capital’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
Q2 		– Sell
-18,840
Closed -$241K – 175
2024
Q1 		$241K Buy
+18,840
New +$237K 0.05% 130

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Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 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
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Landscape Capital Management
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

Logan Stone Capital's IAF Position: Q2 2024 in Review

Logan Stone Capital sold out of abrdn Australia Equity Fund (IAF) in Q2 2024, closing a stake of 18,840 shares — an estimated $241K sold.

Logan Stone Capital first reported a position in IAF in Q1 2024 and held it in 1 quarter. The position peaked at $241K in Q1 2024. 29 funds tracked by Wall St. Rank hold IAF as of Q2 2024.

  • Logan Stone Capital reported no remaining abrdn Australia Equity Fund position as of Q2 2024 after selling out during the quarter.
  • Logan Stone Capital sold 18,840 abrdn Australia Equity Fund shares in Q2 2024, an estimated $241K.
  • Logan Stone Capital first reported a position in abrdn Australia Equity Fund in Q1 2024 and held it in 1 quarter.
  • Logan Stone Capital's abrdn Australia Equity Fund position peaked at $241K in Q1 2024.
  • 29 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q2 2024.

Based on Logan Stone Capital's 13F filing for Q2 2024, filed 14 Aug 2024.