WealthPLAN Partners’s abrdn Global Premier Properties Fund AWP Stock Holding History

WealthPLAN Partners’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	-1,013	Closed	-$11.9K	–	367
2023 Q2	$11.9K	Hold	1,013	–	–	﹤0.01%	761
2023 Q1	$12.5K	Buy	+1,013	New	+$12.7K	﹤0.01%	813
2021 Q2	–	Sell	-4,168	Closed	-$79K	–	358
2021 Q1	$79K	Hold	4,168	–	–	0.01%	329
2020 Q4	$69K	Hold	4,168	–	–	0.01%	328
2020 Q3	$62K	Hold	4,168	–	–	0.01%	310
2020 Q2	$61K	Hold	4,168	–	–	0.01%	304
2020 Q1	$51K	Hold	4,168	–	–	0.01%	249
2019 Q4	$86K	Hold	4,168	–	–	0.01%	243
2019 Q3	$79K	Buy	4,168 +639	+18%	+$11.8K	0.01%	229
2019 Q2	$63K	Hold	3,529	–	–	0.01%	231
2019 Q1	$63K	Buy	+3,529	New	+$60K	0.01%	252

Other funds holding AWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPLAN Partners's AWP Position: Q3 2023 in Review

WealthPLAN Partners sold out of abrdn Global Premier Properties Fund (AWP) in Q3 2023, closing a stake of 1,013 shares — an estimated $11.9K sold.

WealthPLAN Partners first reported a position in AWP in Q1 2019 and held it in 11 quarters. The position peaked at $86K in Q4 2019. 77 funds tracked by Wall St. Rank hold AWP as of Q3 2023.

WealthPLAN Partners reported no remaining abrdn Global Premier Properties Fund position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,013 abrdn Global Premier Properties Fund shares in Q3 2023, an estimated $11.9K.
WealthPLAN Partners first reported a position in abrdn Global Premier Properties Fund in Q1 2019 and held it in 11 quarters.
WealthPLAN Partners's abrdn Global Premier Properties Fund position peaked at $86K in Q4 2019.
77 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.