SWM
FCO

Spire Wealth Management’s abrdn Global Income Fund FCO Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-262
Closed -$1.42K – 2273
2024
Q1 		$1.42K Buy
262
+10
+4% +$54 ﹤0.01% 2150
2023
Q4 		$1.34K Buy
252
+11
+5% +$67 ﹤0.01% 2218
2023
Q3 		$1.44K Buy
241
+9
+4% +$54 ﹤0.01% 2191
2023
Q2 		$1.39K Buy
232
+8
+4% +$42 ﹤0.01% 2254
2023
Q1 		$1.14K Buy
224
+9
+4% +$49 ﹤0.01% 2374
2022
Q4 		$1K Buy
+215
New +$987 ﹤0.01% 2177

Other funds holding FCO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Spire Wealth Management sold out of abrdn Global Income Fund (FCO) in Q2 2024, closing a stake of 262 shares — an estimated $1.42K sold.

Spire Wealth Management first reported a position in FCO in Q4 2022 and held it in 6 quarters. The position peaked at $1.44K in Q3 2023. 16 funds tracked by Wall St. Rank hold FCO as of Q2 2024.

  • Spire Wealth Management reported no remaining abrdn Global Income Fund position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 262 abrdn Global Income Fund shares in Q2 2024, an estimated $1.42K.
  • Spire Wealth Management first reported a position in abrdn Global Income Fund in Q4 2022 and held it in 6 quarters.
  • Spire Wealth Management's abrdn Global Income Fund position peaked at $1.44K in Q3 2023.
  • 16 funds tracked by Wall St. Rank held abrdn Global Income Fund as of Q2 2024.

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