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

WMS 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
2022 Q3	–	Sell	-5,282	Closed	-$78K	–	262
2022 Q2	$78K	Hold	5,282	–	–	0.01%	245
2022 Q1	$102K	Hold	5,282	–	–	0.01%	251
2021 Q4	$108K	Hold	5,282	–	–	0.02%	212
2021 Q3	$96K	Buy	+5,282	New	+$104K	0.01%	266

Other funds holding AWP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

AAM

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

WMS Partners's AWP Position: Q3 2022 in Review

WMS Partners sold out of abrdn Global Premier Properties Fund (AWP) in Q3 2022, closing a stake of 5,282 shares — an estimated $78K sold.

WMS Partners first reported a position in AWP in Q3 2021 and held it in 4 quarters. The position peaked at $108K in Q4 2021. 78 funds tracked by Wall St. Rank hold AWP as of Q3 2022.

WMS Partners reported no remaining abrdn Global Premier Properties Fund position as of Q3 2022 after selling out during the quarter.
WMS Partners sold 5,282 abrdn Global Premier Properties Fund shares in Q3 2022, an estimated $78K.
WMS Partners first reported a position in abrdn Global Premier Properties Fund in Q3 2021 and held it in 4 quarters.
WMS Partners's abrdn Global Premier Properties Fund position peaked at $108K in Q4 2021.
78 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q3 2022.

Based on WMS Partners's 13F filing for Q3 2022, filed 8 Nov 2022.