APWA
THW

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

Atlas Private 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
2021
Q4 		– Sell
-1,500
Closed -$25K – 633
2021
Q3 		$25K Hold
1,500
– – 0.01% 319
2021
Q2 		$25K Hold
1,500
– – 0.01% 333
2021
Q1 		$23K Hold
1,500
– – 0.01% 351
2020
Q4 		$24K Hold
1,500
– – 0.02% 308
2020
Q3 		$21K Hold
1,500
– – 0.02% 303
2020
Q2 		$21K Buy
+1,500
New +$20.6K 0.02% 308

Other funds holding THW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atlas Private Wealth Advisors's THW Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of abrdn World Healthcare Fund (THW) in Q4 2021, closing a stake of 1,500 shares — an estimated $25K sold.

Atlas Private Wealth Advisors first reported a position in THW in Q2 2020 and held it in 6 quarters. The position peaked at $25K in Q3 2021. 56 funds tracked by Wall St. Rank hold THW as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining abrdn World Healthcare Fund position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 1,500 abrdn World Healthcare Fund shares in Q4 2021, an estimated $25K.
  • Atlas Private Wealth Advisors first reported a position in abrdn World Healthcare Fund in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's abrdn World Healthcare Fund position peaked at $25K in Q3 2021.
  • 56 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.