Sowell Financial Services’s abrdn Global Dynamic Dividend Fund AGD Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-32	Closed	–	–	561
2021 Q1	$0	Sell	32 -4	-11%	-$44	﹤0.01%	3085
2020 Q4	$0	Hold	36	–	–	﹤0.01%	2676
2020 Q3	$0	Hold	36	–	–	﹤0.01%	2499
2020 Q2	$0	Hold	36	–	–	﹤0.01%	2441
2020 Q1	$0	Hold	36	–	–	﹤0.01%	2401
2019 Q4	$0	Hold	36	–	–	﹤0.01%	2500
2019 Q3	$0	Buy	+36	New	+$343	﹤0.01%	2383

Other funds holding AGD

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return