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

Arkadios 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
2021 Q4	–	Sell	-48	Closed	-$1K	–	1665
2021 Q3	$1K	Hold	48	–	–	﹤0.01%	1833
2021 Q2	$1K	Hold	48	–	–	﹤0.01%	1922
2021 Q1	$1K	Hold	48	–	–	﹤0.01%	1610
2020 Q4	$0	Buy	+48	New	+$917	﹤0.01%	1481

Other funds holding THQ

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arkadios Wealth Advisors's THQ Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of abrdn Healthcare Opportunities Fund (THQ) in Q4 2021, closing a stake of 48 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in THQ in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 92 funds tracked by Wall St. Rank hold THQ as of Q4 2021.

Arkadios Wealth Advisors reported no remaining abrdn Healthcare Opportunities Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 48 abrdn Healthcare Opportunities Fund shares in Q4 2021, an estimated $1K.
Arkadios Wealth Advisors first reported a position in abrdn Healthcare Opportunities Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's abrdn Healthcare Opportunities Fund position peaked at $1K in Q3 2021.
92 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.