SPIA
IAF

Steward Partners Investment Advisory’s abrdn Australia Equity Fund IAF Stock Holding History

Steward Partners Investment Advisory’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
2021
Q4 		– Sell
-1,713
Closed -$30K – 3242
2021
Q3 		$30K Buy
+1,713
New +$32.4K ﹤0.01% 2131

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Steward Partners Investment Advisory's IAF Position: Q4 2021 in Review

Steward Partners Investment Advisory sold out of abrdn Australia Equity Fund (IAF) in Q4 2021, closing a stake of 1,713 shares — an estimated $30K sold.

Steward Partners Investment Advisory first reported a position in IAF in Q3 2021 and held it in 1 quarter. The position peaked at $30K in Q3 2021. 24 funds tracked by Wall St. Rank hold IAF as of Q4 2021.

  • Steward Partners Investment Advisory reported no remaining abrdn Australia Equity Fund position as of Q4 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,713 abrdn Australia Equity Fund shares in Q4 2021, an estimated $30K.
  • Steward Partners Investment Advisory first reported a position in abrdn Australia Equity Fund in Q3 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's abrdn Australia Equity Fund position peaked at $30K in Q3 2021.
  • 24 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q4 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.