BBA
THW

BLB&B Advisors’s abrdn World Healthcare Fund THW Stock Holding History

BLB&B 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
2024
Q4 		– Sell
-20,000
Closed -$265K – 289
2024
Q3 		$265K Buy
+20,000
New +$263K 0.01% 240

Other funds holding THW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

BLB&B Advisors's THW Position: Q4 2024 in Review

BLB&B Advisors sold out of abrdn World Healthcare Fund (THW) in Q4 2024, closing a stake of 20,000 shares — an estimated $265K sold.

BLB&B Advisors first reported a position in THW in Q3 2024 and held it in 1 quarter. The position peaked at $265K in Q3 2024. 85 funds tracked by Wall St. Rank hold THW as of Q4 2024.

  • BLB&B Advisors reported no remaining abrdn World Healthcare Fund position as of Q4 2024 after selling out during the quarter.
  • BLB&B Advisors sold 20,000 abrdn World Healthcare Fund shares in Q4 2024, an estimated $265K.
  • BLB&B Advisors first reported a position in abrdn World Healthcare Fund in Q3 2024 and held it in 1 quarter.
  • BLB&B Advisors's abrdn World Healthcare Fund position peaked at $265K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q4 2024.

Based on BLB&B Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.