GJWM
THQ

Gilliland Jeter Wealth Management’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Gilliland Jeter 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
2024
Q4 		– Sell
-1,000
Closed -$22.1K – 580
2024
Q3 		$22.1K Hold
1,000
– – 0.01% 377
2024
Q2 		$20.4K Hold
1,000
– – 0.01% 382
2024
Q1 		$20.1K Buy
+1,000
New +$19.2K 0.01% 369

Other funds holding THQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gilliland Jeter Wealth Management's THQ Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of abrdn Healthcare Opportunities Fund (THQ) in Q4 2024, closing a stake of 1,000 shares — an estimated $22.1K sold.

Gilliland Jeter Wealth Management first reported a position in THQ in Q1 2024 and held it in 3 quarters. The position peaked at $22.1K in Q3 2024. 106 funds tracked by Wall St. Rank hold THQ as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining abrdn Healthcare Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,000 abrdn Healthcare Opportunities Fund shares in Q4 2024, an estimated $22.1K.
  • Gilliland Jeter Wealth Management first reported a position in abrdn Healthcare Opportunities Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's abrdn Healthcare Opportunities Fund position peaked at $22.1K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.