Nations Financial Group’s abrdn Global Dynamic Dividend Fund AGD Stock Holding History

Nations Financial Group’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
2023 Q3	–	Sell	-27,098	Closed	-$259K	–	615
2023 Q2	$259K	Sell	27,098 -2,562	-9%	-$24K	0.03%	539
2023 Q1	$277K	Buy	+29,660	New	+$285K	0.03%	508

Other funds holding AGD

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Nations Financial Group's AGD Position: Q3 2023 in Review

Nations Financial Group sold out of abrdn Global Dynamic Dividend Fund (AGD) in Q3 2023, closing a stake of 27,098 shares — an estimated $259K sold.

Nations Financial Group first reported a position in AGD in Q1 2023 and held it in 2 quarters. The position peaked at $277K in Q1 2023. 70 funds tracked by Wall St. Rank hold AGD as of Q3 2023.

Nations Financial Group reported no remaining abrdn Global Dynamic Dividend Fund position as of Q3 2023 after selling out during the quarter.
Nations Financial Group sold 27,098 abrdn Global Dynamic Dividend Fund shares in Q3 2023, an estimated $259K.
Nations Financial Group first reported a position in abrdn Global Dynamic Dividend Fund in Q1 2023 and held it in 2 quarters.
Nations Financial Group's abrdn Global Dynamic Dividend Fund position peaked at $277K in Q1 2023.
70 funds tracked by Wall St. Rank held abrdn Global Dynamic Dividend Fund as of Q3 2023.

Based on Nations Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.