AWA
THW

Amplius Wealth Advisors’s abrdn World Healthcare Fund THW Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-5,000
Closed -$81K – 818
2021
Q4 		$81K Buy
+5,000
New +$82.2K 0.01% 268

Other funds holding THW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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

Amplius Wealth Advisors sold out of abrdn World Healthcare Fund (THW) in Q1 2022, closing a stake of 5,000 shares — an estimated $81K sold.

Amplius Wealth Advisors first reported a position in THW in Q4 2021 and held it in 1 quarter. The position peaked at $81K in Q4 2021. 57 funds tracked by Wall St. Rank hold THW as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining abrdn World Healthcare Fund position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 5,000 abrdn World Healthcare Fund shares in Q1 2022, an estimated $81K.
  • Amplius Wealth Advisors first reported a position in abrdn World Healthcare Fund in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's abrdn World Healthcare Fund position peaked at $81K in Q4 2021.
  • 57 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q1 2022.

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