AWA
THQ

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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.