Householder Group Estate & Retirement Specialist’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Householder Group Estate & Retirement Specialist’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	-1,220	Closed	-$26K	–	1151
2024 Q3	$26K	Hold	1,220	–	–	0.01%	624
2024 Q2	$24K	Hold	1,220	–	–	0.01%	649
2024 Q1	$24.5K	Hold	1,220	–	–	0.01%	629
2023 Q4	$22K	Hold	1,220	–	–	0.01%	630
2023 Q3	$20.7K	Buy	+1,220	New	+$22.7K	0.01%	636
2023 Q1	$23K	Buy	+1,220	New	+$23.3K	0.01%	614
2022 Q4	–	Sell	-1,220	Closed	-$22K	–	1054
2022 Q3	$22K	Buy	+1,220	New	+$24.4K	0.01%	560

Other funds holding THQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's THQ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of abrdn Healthcare Opportunities Fund (THQ) in Q4 2024, closing a stake of 1,220 shares — an estimated $26K sold.

Householder Group Estate & Retirement Specialist first reported a position in THQ in Q3 2022 and held it in 7 quarters. The position peaked at $26K in Q3 2024. 106 funds tracked by Wall St. Rank hold THQ as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining abrdn Healthcare Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,220 abrdn Healthcare Opportunities Fund shares in Q4 2024, an estimated $26K.
Householder Group Estate & Retirement Specialist first reported a position in abrdn Healthcare Opportunities Fund in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's abrdn Healthcare Opportunities Fund position peaked at $26K in Q3 2024.
106 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.