PWA
AWP

Physician Wealth Advisors’s abrdn Global Premier Properties Fund AWP Stock Holding History

Physician Wealth Advisors’s Portfolio AWP Stock Details AWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,333
Closed -$43K – 132
2020
Q1 		$43K Hold
3,333
– – 0.02% 108
2019
Q4 		$67K Hold
3,333
– – 0.03% 119
2019
Q3 		$64K Buy
+3,333
New +$61.6K 0.03% 106

Other funds holding AWP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Physician Wealth Advisors's AWP Position: Q2 2020 in Review

Physician Wealth Advisors sold out of abrdn Global Premier Properties Fund (AWP) in Q2 2020, closing a stake of 3,333 shares — an estimated $43K sold.

Physician Wealth Advisors first reported a position in AWP in Q3 2019 and held it in 3 quarters. The position peaked at $67K in Q4 2019. 92 funds tracked by Wall St. Rank hold AWP as of Q2 2020.

  • Physician Wealth Advisors reported no remaining abrdn Global Premier Properties Fund position as of Q2 2020 after selling out during the quarter.
  • Physician Wealth Advisors sold 3,333 abrdn Global Premier Properties Fund shares in Q2 2020, an estimated $43K.
  • Physician Wealth Advisors first reported a position in abrdn Global Premier Properties Fund in Q3 2019 and held it in 3 quarters.
  • Physician Wealth Advisors's abrdn Global Premier Properties Fund position peaked at $67K in Q4 2019.
  • 92 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q2 2020.

Based on Physician Wealth Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.