AWM
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Activest Wealth Management’s abrdn World Healthcare Fund THW Stock Holding History

Activest Wealth Management’s Portfolio THW Stock Details THW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-400
Closed -$5.86K – 536
2022
Q4 		$5.86K Buy
+400
New +$5.65K ﹤0.01% 344

Other funds holding THW

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Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Activest Wealth Management's THW Position: Q1 2023 in Review

Activest Wealth Management sold out of abrdn World Healthcare Fund (THW) in Q1 2023, closing a stake of 400 shares — an estimated $5.86K sold.

Activest Wealth Management first reported a position in THW in Q4 2022 and held it in 1 quarter. The position peaked at $5.86K in Q4 2022. 63 funds tracked by Wall St. Rank hold THW as of Q1 2023.

  • Activest Wealth Management reported no remaining abrdn World Healthcare Fund position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 400 abrdn World Healthcare Fund shares in Q1 2023, an estimated $5.86K.
  • Activest Wealth Management first reported a position in abrdn World Healthcare Fund in Q4 2022 and held it in 1 quarter.
  • Activest Wealth Management's abrdn World Healthcare Fund position peaked at $5.86K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.