CT
THW

Cambridge Trust’s abrdn World Healthcare Fund THW Stock Holding History

Cambridge Trust’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
Q4 		– Sell
-260
Closed -$3K – 886
2022
Q3 		$3K Buy
+260
New +$3.82K ﹤0.01% 763

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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Trust's THW Position: Q4 2022 in Review

Cambridge Trust sold out of abrdn World Healthcare Fund (THW) in Q4 2022, closing a stake of 260 shares — an estimated $3K sold.

Cambridge Trust first reported a position in THW in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 60 funds tracked by Wall St. Rank hold THW as of Q4 2022.

  • Cambridge Trust reported no remaining abrdn World Healthcare Fund position as of Q4 2022 after selling out during the quarter.
  • Cambridge Trust sold 260 abrdn World Healthcare Fund shares in Q4 2022, an estimated $3K.
  • Cambridge Trust first reported a position in abrdn World Healthcare Fund in Q3 2022 and held it in 1 quarter.
  • Cambridge Trust's abrdn World Healthcare Fund position peaked at $3K in Q3 2022.
  • 60 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q4 2022.

Based on Cambridge Trust's 13F filing for Q4 2022, filed 10 Jan 2023.