Aptus Capital Advisors
THQ icon

Aptus Capital Advisors’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Aptus Capital 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
2024
Q3 		– Sell
-11,048
Closed -$225K – 1276
2024
Q2 		$225K Buy
+11,048
New +$220K ﹤0.01% 709
2023
Q4 		– Sell
-37,045
Closed -$629K – 984
2023
Q3 		$629K Buy
+37,045
New +$688K 0.02% 345

Other funds holding THQ

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Royal Bank of Canada
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Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Heron Bay Capital Management
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aptus Capital Advisors's THQ Position: Q3 2024 in Review

Aptus Capital Advisors sold out of abrdn Healthcare Opportunities Fund (THQ) in Q3 2024, closing a stake of 11,048 shares — an estimated $225K sold.

Aptus Capital Advisors first reported a position in THQ in Q3 2023 and held it in 2 quarters. The position peaked at $629K in Q3 2023. 104 funds tracked by Wall St. Rank hold THQ as of Q3 2024.

  • Aptus Capital Advisors reported no remaining abrdn Healthcare Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 11,048 abrdn Healthcare Opportunities Fund shares in Q3 2024, an estimated $225K.
  • Aptus Capital Advisors first reported a position in abrdn Healthcare Opportunities Fund in Q3 2023 and held it in 2 quarters.
  • Aptus Capital Advisors's abrdn Healthcare Opportunities Fund position peaked at $629K in Q3 2023.
  • 104 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q3 2024.

Based on Aptus Capital Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.