SIM
IAF

Sonora Investment Management’s abrdn Australia Equity Fund IAF Stock Holding History

Sonora Investment Management’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
2021
Q3 		$5K Buy
+260
New +$4.92K ﹤0.01% 876

Other funds holding IAF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Sonora Investment Management's IAF Position: Q3 2021 in Review

Sonora Investment Management opened a new position in abrdn Australia Equity Fund (IAF) in Q3 2021: 260 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #876 among its holdings.

26 funds tracked by Wall St. Rank hold IAF as of Q3 2021.

  • Sonora Investment Management held 260 shares of abrdn Australia Equity Fund worth $5K as of Q3 2021.
  • abrdn Australia Equity Fund was a new Sonora Investment Management position in Q3 2021.
  • abrdn Australia Equity Fund made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #876 holding.
  • 26 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.