Walled Lake Planning & Wealth Management’s abrdn Global Premier Properties Fund AWP Stock Holding History

Walled Lake Planning & 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
2021 Q1	–	Sell	-73	Closed	-$1K	–	317
2020 Q4	$1K	Sell	73 -72	-50%	-$1.07K	﹤0.01%	293
2020 Q3	$2K	Buy	145 +4	+3%	+$57	﹤0.01%	288
2020 Q2	$2K	Buy	141 +4	+3%	+$54	﹤0.01%	278
2020 Q1	$2K	Buy	+137	New	+$2.46K	﹤0.01%	269

Other funds holding AWP

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

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

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

AAM

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

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

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Walled Lake Planning & Wealth Management's AWP Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of abrdn Global Premier Properties Fund (AWP) in Q1 2021, closing a stake of 73 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in AWP in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2020. 79 funds tracked by Wall St. Rank hold AWP as of Q1 2021.

Walled Lake Planning & Wealth Management reported no remaining abrdn Global Premier Properties Fund position as of Q1 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 73 abrdn Global Premier Properties Fund shares in Q1 2021, an estimated $1K.
Walled Lake Planning & Wealth Management first reported a position in abrdn Global Premier Properties Fund in Q1 2020 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's abrdn Global Premier Properties Fund position peaked at $2K in Q3 2020.
79 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.