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Amplius Wealth Advisors’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Amplius Wealth Advisors’s Portfolio THQ Stock Details THQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,000
Closed -$128K – 817
2021
Q4 		$128K Buy
+5,000
New +$120K 0.02% 223

Other funds holding THQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Amplius Wealth Advisors's THQ Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of abrdn Healthcare Opportunities Fund (THQ) in Q1 2022, closing a stake of 5,000 shares — an estimated $128K sold.

Amplius Wealth Advisors first reported a position in THQ in Q4 2021 and held it in 1 quarter. The position peaked at $128K in Q4 2021. 94 funds tracked by Wall St. Rank hold THQ as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining abrdn Healthcare Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 5,000 abrdn Healthcare Opportunities Fund shares in Q1 2022, an estimated $128K.
  • Amplius Wealth Advisors first reported a position in abrdn Healthcare Opportunities Fund in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's abrdn Healthcare Opportunities Fund position peaked at $128K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.