SWP
IAF

Stratos Wealth Partners’s abrdn Australia Equity Fund IAF Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-15,712
Closed -$296K – 1241
2022
Q1 		$296K Buy
+15,712
New +$273K 0.01% 991
2021
Q3 		– Sell
-4,179
Closed -$81K – 1223
2021
Q2 		$81K Buy
+4,179
New +$79.7K ﹤0.01% 1163

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
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Stratos Wealth Partners's IAF Position: Q2 2022 in Review

Stratos Wealth Partners sold out of abrdn Australia Equity Fund (IAF) in Q2 2022, closing a stake of 15,712 shares — an estimated $296K sold.

Stratos Wealth Partners first reported a position in IAF in Q2 2021 and held it in 2 quarters. The position peaked at $296K in Q1 2022. 23 funds tracked by Wall St. Rank hold IAF as of Q2 2022.

  • Stratos Wealth Partners reported no remaining abrdn Australia Equity Fund position as of Q2 2022 after selling out during the quarter.
  • Stratos Wealth Partners sold 15,712 abrdn Australia Equity Fund shares in Q2 2022, an estimated $296K.
  • Stratos Wealth Partners first reported a position in abrdn Australia Equity Fund in Q2 2021 and held it in 2 quarters.
  • Stratos Wealth Partners's abrdn Australia Equity Fund position peaked at $296K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q2 2022.

Based on Stratos Wealth Partners's 13F filing for Q2 2022, filed 22 Jul 2022.