FUBT
THW

First United Bank & Trust’s abrdn World Healthcare Fund THW Stock Holding History

First United Bank & 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
2024
Q1 		– Sell
-716
Closed -$8.36K – 441
2023
Q4 		$8.36K Buy
+716
New +$8.05K ﹤0.01% 361

Other funds holding THW

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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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

First United Bank & Trust's THW Position: Q1 2024 in Review

First United Bank & Trust sold out of abrdn World Healthcare Fund (THW) in Q1 2024, closing a stake of 716 shares — an estimated $8.36K sold.

First United Bank & Trust first reported a position in THW in Q4 2023 and held it in 1 quarter. The position peaked at $8.36K in Q4 2023. 67 funds tracked by Wall St. Rank hold THW as of Q1 2024.

  • First United Bank & Trust reported no remaining abrdn World Healthcare Fund position as of Q1 2024 after selling out during the quarter.
  • First United Bank & Trust sold 716 abrdn World Healthcare Fund shares in Q1 2024, an estimated $8.36K.
  • First United Bank & Trust first reported a position in abrdn World Healthcare Fund in Q4 2023 and held it in 1 quarter.
  • First United Bank & Trust's abrdn World Healthcare Fund position peaked at $8.36K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q1 2024.

Based on First United Bank & Trust's 13F filing for Q1 2024, filed 29 Apr 2024.