BPA
THQ

Beacon Pointe Advisors’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Beacon Pointe 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
2024
Q4 		– Sell
-12,900
Closed -$285K – 1277
2024
Q3 		$285K Buy
+12,900
New +$276K ﹤0.01% 1043

Other funds holding THQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Pointe Advisors's THQ Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of abrdn Healthcare Opportunities Fund (THQ) in Q4 2024, closing a stake of 12,900 shares — an estimated $285K sold.

Beacon Pointe Advisors first reported a position in THQ in Q3 2024 and held it in 1 quarter. The position peaked at $285K in Q3 2024. 106 funds tracked by Wall St. Rank hold THQ as of Q4 2024.

  • Beacon Pointe Advisors reported no remaining abrdn Healthcare Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 12,900 abrdn Healthcare Opportunities Fund shares in Q4 2024, an estimated $285K.
  • Beacon Pointe Advisors first reported a position in abrdn Healthcare Opportunities Fund in Q3 2024 and held it in 1 quarter.
  • Beacon Pointe Advisors's abrdn Healthcare Opportunities Fund position peaked at $285K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.