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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

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CA
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 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.