U.S. Capital Wealth Advisors’s abrdn Global Premier Properties Fund AWP Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q3	–	Sell	-4,176	Closed	-$49.1K	–	636
2023 Q2	$49.1K	Sell	4,176 -354	-8%	-$4.12K	﹤0.01%	651
2023 Q1	$56K	Buy	4,530 +1,849	+69%	+$23.2K	﹤0.01%	624
2022 Q4	$31.4K	Sell	2,681 -817	-23%	-$9.85K	﹤0.01%	995
2022 Q3	$40K	Buy	3,498 +68	+2%	+$998	﹤0.01%	633
2022 Q2	$51K	Buy	3,430 +56	+2%	+$917	﹤0.01%	661
2022 Q1	$65K	Buy	+3,374	New	+$63.2K	﹤0.01%	699

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

U.S. Capital Wealth Advisors's AWP Position: Q3 2023 in Review

U.S. Capital Wealth Advisors sold out of abrdn Global Premier Properties Fund (AWP) in Q3 2023, closing a stake of 4,176 shares — an estimated $49.1K sold.

U.S. Capital Wealth Advisors first reported a position in AWP in Q1 2022 and held it in 6 quarters. The position peaked at $65K in Q1 2022. 77 funds tracked by Wall St. Rank hold AWP as of Q3 2023.

U.S. Capital Wealth Advisors reported no remaining abrdn Global Premier Properties Fund position as of Q3 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 4,176 abrdn Global Premier Properties Fund shares in Q3 2023, an estimated $49.1K.
U.S. Capital Wealth Advisors first reported a position in abrdn Global Premier Properties Fund in Q1 2022 and held it in 6 quarters.
U.S. Capital Wealth Advisors's abrdn Global Premier Properties Fund position peaked at $65K in Q1 2022.
77 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q3 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.