CA
THW

Clearstead Advisors’s abrdn World Healthcare Fund THW Stock Holding History

Clearstead 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
2022
Q2 		– Sell
-950
Closed -$14K – 1447
2022
Q1 		$14K Hold
950
– – ﹤0.01% 936
2021
Q4 		$15K Buy
+950
New +$15.6K ﹤0.01% 880

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 $71.6B AUM 21.08% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Clearstead Advisors's THW Position: Q2 2022 in Review

Clearstead Advisors sold out of abrdn World Healthcare Fund (THW) in Q2 2022, closing a stake of 950 shares — an estimated $14K sold.

Clearstead Advisors first reported a position in THW in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q4 2021. 58 funds tracked by Wall St. Rank hold THW as of Q2 2022.

  • Clearstead Advisors reported no remaining abrdn World Healthcare Fund position as of Q2 2022 after selling out during the quarter.
  • Clearstead Advisors sold 950 abrdn World Healthcare Fund shares in Q2 2022, an estimated $14K.
  • Clearstead Advisors first reported a position in abrdn World Healthcare Fund in Q4 2021 and held it in 2 quarters.
  • Clearstead Advisors's abrdn World Healthcare Fund position peaked at $15K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2022.

Based on Clearstead Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.