Ownership history in Bridgewealth Advisory Group, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Bridgewealth Advisory Group, LLC reported a position in ABRDN AUSTRALIA EQUITY FD IN (IAF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Bridgewealth Advisory Group, LLC underperformed the S&P 500 by β9.9% annually on this IAF position. Timing score: 67% (6/9 decisions correct). Average cost basis: $10.85. Maximum drawdown during holding period: β8.4%.
β Significantly underperformed the S&P 500 by 9.9% ann.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 9 add/trim decisions correct
Best entry: $8.99 (2023 Q3) Β· Worst: $13.02 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 1 trim. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size