SWM
AWP

Spire Wealth Management’s abrdn Global Premier Properties Fund AWP Stock Holding History

Spire Wealth Management’s Portfolio AWP Stock Details AWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23,902
Closed -$284K – 2214
2024
Q1 		$284K Hold
23,902
– – 0.01% 675
2023
Q4 		$265K Buy
23,902
+1,750
+8% +$18.9K 0.01% 686
2023
Q3 		$242K Buy
22,152
+39
+0.2% +$460 0.01% 656
2023
Q2 		$260K Buy
22,113
+39
+0.2% +$454 0.01% 648
2023
Q1 		$273K Buy
22,074
+19,590
+789% +$246K 0.01% 635
2022
Q4 		$29K Buy
2,484
+411
+20% +$4.95K ﹤0.01% 1212
2022
Q3 		$24K Sell
2,073
-20,164
-91% -$296K ﹤0.01% 1244
2022
Q2 		$328K Sell
22,237
-22,627
-50% -$371K 0.01% 604
2022
Q1 		$867K Buy
44,864
+809
+2% +$15.2K 0.02% 418
2021
Q4 		$904K Buy
44,055
+381
+0.9% +$7.36K 0.02% 496
2021
Q3 		$794K Buy
43,674
+565
+1% +$11.1K 0.02% 466
2021
Q2 		$823K Buy
43,109
+433
+1% +$8.24K 0.02% 481
2021
Q1 		$762K Buy
+42,676
New +$706K 0.02% 530

Other funds holding AWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Spire Wealth Management's AWP Position: Q2 2024 in Review

Spire Wealth Management sold out of abrdn Global Premier Properties Fund (AWP) in Q2 2024, closing a stake of 23,902 shares — an estimated $284K sold.

Spire Wealth Management first reported a position in AWP in Q1 2021 and held it in 13 quarters. The position peaked at $904K in Q4 2021. 80 funds tracked by Wall St. Rank hold AWP as of Q2 2024.

  • Spire Wealth Management reported no remaining abrdn Global Premier Properties Fund position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 23,902 abrdn Global Premier Properties Fund shares in Q2 2024, an estimated $284K.
  • Spire Wealth Management first reported a position in abrdn Global Premier Properties Fund in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's abrdn Global Premier Properties Fund position peaked at $904K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.