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

Tradition 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 Q1	–	Sell	-1,406	Closed	-$16K	–	449
2023 Q4	$16K	Hold	1,406	–	–	﹤0.01%	891
2023 Q3	$15K	Hold	1,406	–	–	﹤0.01%	915
2023 Q2	$17K	Buy	1,406 +861	+158%	+$10K	﹤0.01%	909
2023 Q1	$7K	Hold	545	–	–	﹤0.01%	1067
2022 Q4	$6K	Hold	545	–	–	﹤0.01%	1000
2022 Q3	$6K	Sell	545 -1,554	-74%	-$22.8K	﹤0.01%	1022
2022 Q2	$31K	Buy	2,099 +31	+1%	+$508	﹤0.01%	559
2022 Q1	$40K	Buy	2,068 +29	+1%	+$543	0.01%	560
2021 Q4	$42K	Buy	2,039 +28	+1%	+$541	0.01%	564
2021 Q3	$37K	Buy	2,011 +26	+1%	+$513	0.01%	589
2021 Q2	$38K	Buy	1,985 +27	+1%	+$514	0.01%	600
2021 Q1	$35K	Buy	1,958 +31	+2%	+$513	0.01%	511
2020 Q4	$30K	Buy	+1,927	New	+$28.6K	0.01%	505

Other funds holding AWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tradition Wealth Management's AWP Position: Q1 2024 in Review

Tradition Wealth Management sold out of abrdn Global Premier Properties Fund (AWP) in Q1 2024, closing a stake of 1,406 shares — an estimated $16K sold.

Tradition Wealth Management first reported a position in AWP in Q4 2020 and held it in 13 quarters. The position peaked at $42K in Q4 2021. 82 funds tracked by Wall St. Rank hold AWP as of Q1 2024.

Tradition Wealth Management reported no remaining abrdn Global Premier Properties Fund position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,406 abrdn Global Premier Properties Fund shares in Q1 2024, an estimated $16K.
Tradition Wealth Management first reported a position in abrdn Global Premier Properties Fund in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's abrdn Global Premier Properties Fund position peaked at $42K in Q4 2021.
82 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.