FIA
THW

Foundations Investment Advisors’s abrdn World Healthcare Fund THW Stock Holding History

Foundations Investment 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
-29,737
Closed -$480K – 414
2022
Q1 		$480K Sell
29,737
-1,267
-4% -$18.7K 0.02% 199
2021
Q4 		$496K Buy
31,004
+5,652
+22% +$92.9K 0.02% 209
2021
Q3 		$413K Hold
25,352
– – 0.02% 213
2021
Q2 		$422K Buy
+25,352
New +$401K 0.02% 188

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
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

Foundations Investment Advisors's THW Position: Q2 2022 in Review

Foundations Investment Advisors sold out of abrdn World Healthcare Fund (THW) in Q2 2022, closing a stake of 29,737 shares — an estimated $480K sold.

Foundations Investment Advisors first reported a position in THW in Q2 2021 and held it in 4 quarters. The position peaked at $496K in Q4 2021. 58 funds tracked by Wall St. Rank hold THW as of Q2 2022.

  • Foundations Investment Advisors reported no remaining abrdn World Healthcare Fund position as of Q2 2022 after selling out during the quarter.
  • Foundations Investment Advisors sold 29,737 abrdn World Healthcare Fund shares in Q2 2022, an estimated $480K.
  • Foundations Investment Advisors first reported a position in abrdn World Healthcare Fund in Q2 2021 and held it in 4 quarters.
  • Foundations Investment Advisors's abrdn World Healthcare Fund position peaked at $496K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2022.

Based on Foundations Investment Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.