EWM
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Edge Wealth Management’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Edge Wealth Management’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
2020
Q3 		– Sell
-267
Closed -$5K – 615
2020
Q2 		$5K Buy
267
+5
+2% +$88 ﹤0.01% 557
2020
Q1 		$4K Buy
+262
New +$4.61K ﹤0.01% 506

Other funds holding THQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Edge Wealth Management's THQ Position: Q3 2020 in Review

Edge Wealth Management sold out of abrdn Healthcare Opportunities Fund (THQ) in Q3 2020, closing a stake of 267 shares — an estimated $5K sold.

Edge Wealth Management first reported a position in THQ in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 64 funds tracked by Wall St. Rank hold THQ as of Q3 2020.

  • Edge Wealth Management reported no remaining abrdn Healthcare Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 267 abrdn Healthcare Opportunities Fund shares in Q3 2020, an estimated $5K.
  • Edge Wealth Management first reported a position in abrdn Healthcare Opportunities Fund in Q1 2020 and held it in 2 quarters.
  • Edge Wealth Management's abrdn Healthcare Opportunities Fund position peaked at $5K in Q2 2020.
  • 64 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.