WP
AGD

WealthShield Partners’s abrdn Global Dynamic Dividend Fund AGD Stock Holding History

WealthShield Partners’s Portfolio AGD Stock Details AGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,000
Closed -$24K – 246
2021
Q2 		$24K Hold
2,000
– – ﹤0.01% 616
2021
Q1 		$22K Buy
+2,000
New +$21.8K ﹤0.01% 640

Other funds holding AGD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

WealthShield Partners's AGD Position: Q3 2021 in Review

WealthShield Partners sold out of abrdn Global Dynamic Dividend Fund (AGD) in Q3 2021, closing a stake of 2,000 shares — an estimated $24K sold.

WealthShield Partners first reported a position in AGD in Q1 2021 and held it in 2 quarters. The position peaked at $24K in Q2 2021. 39 funds tracked by Wall St. Rank hold AGD as of Q3 2021.

  • WealthShield Partners reported no remaining abrdn Global Dynamic Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 2,000 abrdn Global Dynamic Dividend Fund shares in Q3 2021, an estimated $24K.
  • WealthShield Partners first reported a position in abrdn Global Dynamic Dividend Fund in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's abrdn Global Dynamic Dividend Fund position peaked at $24K in Q2 2021.
  • 39 funds tracked by Wall St. Rank held abrdn Global Dynamic Dividend Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.