BWA
THW

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

Burt 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
Q1 		– Sell
-370
Closed -$6K – 331
2020
Q4 		$6K Hold
370
– – ﹤0.01% 308
2020
Q3 		$5K Buy
+370
New +$5.38K ﹤0.01% 315

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Burt Wealth Advisors's THW Position: Q1 2021 in Review

Burt Wealth Advisors sold out of abrdn World Healthcare Fund (THW) in Q1 2021, closing a stake of 370 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in THW in Q3 2020 and held it in 2 quarters. The position peaked at $6K in Q4 2020. 54 funds tracked by Wall St. Rank hold THW as of Q1 2021.

  • Burt Wealth Advisors reported no remaining abrdn World Healthcare Fund position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 370 abrdn World Healthcare Fund shares in Q1 2021, an estimated $6K.
  • Burt Wealth Advisors first reported a position in abrdn World Healthcare Fund in Q3 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's abrdn World Healthcare Fund position peaked at $6K in Q4 2020.
  • 54 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.