AWS
THW

Atria Wealth Solutions’s abrdn World Healthcare Fund THW Stock Holding History

Atria Wealth Solutions’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
2024
Q1 		– Sell
-12,567
Closed -$147K – 2064
2023
Q4 		$147K Buy
12,567
+365
+3% +$4.11K ﹤0.01% 1824
2023
Q3 		$143K Buy
+12,202
New +$163K ﹤0.01% 1750

Other funds holding THW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Wealth Solutions's THW Position: Q1 2024 in Review

Atria Wealth Solutions sold out of abrdn World Healthcare Fund (THW) in Q1 2024, closing a stake of 12,567 shares — an estimated $147K sold.

Atria Wealth Solutions first reported a position in THW in Q3 2023 and held it in 2 quarters. The position peaked at $147K in Q4 2023. 67 funds tracked by Wall St. Rank hold THW as of Q1 2024.

  • Atria Wealth Solutions reported no remaining abrdn World Healthcare Fund position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,567 abrdn World Healthcare Fund shares in Q1 2024, an estimated $147K.
  • Atria Wealth Solutions first reported a position in abrdn World Healthcare Fund in Q3 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's abrdn World Healthcare Fund position peaked at $147K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.