WWA
AWP

Wingate Wealth Advisors’s abrdn Global Premier Properties Fund AWP Stock Holding History

Wingate 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
2025
Q1 		– Sell
-417
Closed -$4.83K – 121
2024
Q4 		$4.83K Buy
+417
New +$5.32K ﹤0.01% 390

Other funds holding AWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

Wingate Wealth Advisors's AWP Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of abrdn Global Premier Properties Fund (AWP) in Q1 2025, closing a stake of 417 shares — an estimated $4.83K sold.

Wingate Wealth Advisors first reported a position in AWP in Q4 2024 and held it in 1 quarter. The position peaked at $4.83K in Q4 2024. 85 funds tracked by Wall St. Rank hold AWP as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining abrdn Global Premier Properties Fund position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 417 abrdn Global Premier Properties Fund shares in Q1 2025, an estimated $4.83K.
  • Wingate Wealth Advisors first reported a position in abrdn Global Premier Properties Fund in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's abrdn Global Premier Properties Fund position peaked at $4.83K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.