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THW

Ausdal Financial Partners’s abrdn World Healthcare Fund THW Stock Holding History

Ausdal Financial Partners’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
2022
Q3 		– Sell
-11,383
Closed -$164K – 475
2022
Q2 		$164K Sell
11,383
-1,107
-9% -$17K 0.02% 423
2022
Q1 		$190K Buy
12,490
+117
+0.9% +$1.73K 0.03% 456
2021
Q4 		$202K Buy
+12,373
New +$203K 0.03% 455

Other funds holding THW

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Royal Bank of Canada
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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 $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ausdal Financial Partners's THW Position: Q3 2022 in Review

Ausdal Financial Partners sold out of abrdn World Healthcare Fund (THW) in Q3 2022, closing a stake of 11,383 shares — an estimated $164K sold.

Ausdal Financial Partners first reported a position in THW in Q4 2021 and held it in 3 quarters. The position peaked at $202K in Q4 2021. 63 funds tracked by Wall St. Rank hold THW as of Q3 2022.

  • Ausdal Financial Partners reported no remaining abrdn World Healthcare Fund position as of Q3 2022 after selling out during the quarter.
  • Ausdal Financial Partners sold 11,383 abrdn World Healthcare Fund shares in Q3 2022, an estimated $164K.
  • Ausdal Financial Partners first reported a position in abrdn World Healthcare Fund in Q4 2021 and held it in 3 quarters.
  • Ausdal Financial Partners's abrdn World Healthcare Fund position peaked at $202K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q3 2022.

Based on Ausdal Financial Partners's 13F filing for Q3 2022, filed 9 Nov 2022.