SWP
FCO

Significant Wealth Partners’s abrdn Global Income Fund FCO Stock Holding History

Significant Wealth Partners’s Portfolio FCO Stock Details FCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-492,090
Closed -$3.18M – 159
2023
Q4 		$3.18M Buy
+492,090
New +$3M 2.31% 9

Other funds holding FCO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Significant Wealth Partners's FCO Position: Q1 2024 in Review

Significant Wealth Partners sold out of abrdn Global Income Fund (FCO) in Q1 2024, closing a stake of 492,090 shares — an estimated $3.18M sold.

Significant Wealth Partners first reported a position in FCO in Q4 2023 and held it in 1 quarter. The position peaked at $3.18M in Q4 2023. 18 funds tracked by Wall St. Rank hold FCO as of Q1 2024.

  • Significant Wealth Partners reported no remaining abrdn Global Income Fund position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 492,090 abrdn Global Income Fund shares in Q1 2024, an estimated $3.18M.
  • Significant Wealth Partners first reported a position in abrdn Global Income Fund in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's abrdn Global Income Fund position peaked at $3.18M in Q4 2023.
  • 18 funds tracked by Wall St. Rank held abrdn Global Income Fund as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.