SWM
IAF

Spire Wealth Management’s abrdn Australia Equity Fund IAF Stock Holding History

Spire Wealth 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
2022
Q1 		– Sell
-1,000
Closed -$18K – 2679
2021
Q4 		$18K Hold
1,000
– – ﹤0.01% 2155
2021
Q3 		$18K Buy
+1,000
New +$18.9K ﹤0.01% 1897

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Spire Wealth Management's IAF Position: Q1 2022 in Review

Spire Wealth Management sold out of abrdn Australia Equity Fund (IAF) in Q1 2022, closing a stake of 1,000 shares — an estimated $18K sold.

Spire Wealth Management first reported a position in IAF in Q3 2021 and held it in 2 quarters. The position peaked at $18K in Q4 2021. 26 funds tracked by Wall St. Rank hold IAF as of Q1 2022.

  • Spire Wealth Management reported no remaining abrdn Australia Equity Fund position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,000 abrdn Australia Equity Fund shares in Q1 2022, an estimated $18K.
  • Spire Wealth Management first reported a position in abrdn Australia Equity Fund in Q3 2021 and held it in 2 quarters.
  • Spire Wealth Management's abrdn Australia Equity Fund position peaked at $18K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.