Spire Wealth Management’s abrdn Emerging Markets Equity Income Fund AEF Stock Holding History

Spire Wealth Management’s Portfolio AEF Stock Details AEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-272	Closed	-$1.31K	–	2300
2023 Q4	$1.31K	Hold	272	–	–	﹤0.01%	2220
2023 Q3	$1.3K	Hold	272	–	–	﹤0.01%	2211
2023 Q2	$1.41K	Hold	272	–	–	﹤0.01%	2252
2023 Q1	$1.46K	Hold	272	–	–	﹤0.01%	2326
2022 Q4	$1K	Hold	272	–	–	﹤0.01%	2133
2022 Q3	$1K	Hold	272	–	–	﹤0.01%	2030
2022 Q2	$2K	Sell	272 -272	-50%	-$1.6K	﹤0.01%	2323
2022 Q1	$4K	Hold	544	–	–	﹤0.01%	2264
2021 Q4	$4K	Buy	+544	New	+$4.46K	﹤0.01%	2599

Other funds holding AEF

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

RJA

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Spire Wealth Management's AEF Position: Q1 2024 in Review

Spire Wealth Management sold out of abrdn Emerging Markets Equity Income Fund (AEF) in Q1 2024, closing a stake of 272 shares — an estimated $1.31K sold.

Spire Wealth Management first reported a position in AEF in Q4 2021 and held it in 9 quarters. The position peaked at $4K in Q1 2022. 46 funds tracked by Wall St. Rank hold AEF as of Q1 2024.

Spire Wealth Management reported no remaining abrdn Emerging Markets Equity Income Fund position as of Q1 2024 after selling out during the quarter.
Spire Wealth Management sold 272 abrdn Emerging Markets Equity Income Fund shares in Q1 2024, an estimated $1.31K.
Spire Wealth Management first reported a position in abrdn Emerging Markets Equity Income Fund in Q4 2021 and held it in 9 quarters.
Spire Wealth Management's abrdn Emerging Markets Equity Income Fund position peaked at $4K in Q1 2022.
46 funds tracked by Wall St. Rank held abrdn Emerging Markets Equity Income Fund as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.