Prestige Wealth Management Group’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Prestige Wealth Management Group’s Portfolio MIN Stock Details MIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-317	Closed	-$5.05K	–	1020
2024 Q1	$5.05K	Hold	317	–	–	﹤0.01%	568
2023 Q4	$5.09K	Sell	317 -25	-7%	-$400	﹤0.01%	578
2023 Q3	$5.49K	Hold	342	–	–	﹤0.01%	563
2023 Q2	$5.62K	Hold	342	–	–	﹤0.01%	574
2023 Q1	$5.68K	Hold	342	–	–	﹤0.01%	543
2022 Q4	$5.66K	Hold	342	–	–	﹤0.01%	587
2022 Q3	$6K	Hold	342	–	–	﹤0.01%	518
2022 Q2	$6K	Hold	342	–	–	﹤0.01%	543
2022 Q1	$6K	Hold	342	–	–	﹤0.01%	566
2021 Q4	$7K	Hold	342	–	–	﹤0.01%	558
2021 Q3	$7K	Hold	342	–	–	﹤0.01%	563
2021 Q2	$8K	Hold	342	–	–	﹤0.01%	527
2021 Q1	$8K	Hold	342	–	–	﹤0.01%	526
2020 Q4	$8K	Hold	342	–	–	﹤0.01%	495
2020 Q3	$8K	Hold	342	–	–	﹤0.01%	471
2020 Q2	$8K	Hold	342	–	–	﹤0.01%	459
2020 Q1	$7K	Hold	342	–	–	﹤0.01%	438
2019 Q4	$8K	Hold	342	–	–	﹤0.01%	368
2019 Q3	$8K	Hold	342	–	–	﹤0.01%	360
2019 Q2	$8K	Hold	342	–	–	﹤0.01%	349
2019 Q1	$8K	Hold	342	–	–	﹤0.01%	356
2018 Q4	$8K	Buy	+342	New	+$7.57K	0.01%	482

Other funds holding MIN

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

Prestige Wealth Management Group's MIN Position: Q2 2024 in Review

Prestige Wealth Management Group sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2024, closing a stake of 317 shares — an estimated $5.05K sold.

Prestige Wealth Management Group first reported a position in MIN in Q4 2018 and held it in 22 quarters. The position peaked at $8K in Q2 2021. 92 funds tracked by Wall St. Rank hold MIN as of Q2 2024.

Prestige Wealth Management Group reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2024 after selling out during the quarter.
Prestige Wealth Management Group sold 317 Aberdeen Intermediate Income Fund shares in Q2 2024, an estimated $5.05K.
Prestige Wealth Management Group first reported a position in Aberdeen Intermediate Income Fund in Q4 2018 and held it in 22 quarters.
Prestige Wealth Management Group's Aberdeen Intermediate Income Fund position peaked at $8K in Q2 2021.
92 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2024.

Based on Prestige Wealth Management Group's 13F filing for Q2 2024, filed 6 Aug 2024.