Independent Financial Group’s abrdn World Healthcare Fund THW Stock Holding History

Independent Financial Group’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
2023 Q4	–	Sell	-46,900	Closed	-$550K	–	1007
2023 Q3	$550K	Sell	46,900 -14,100	-23%	-$188K	0.04%	465
2023 Q2	$855K	Sell	61,000 -1,000	-2%	-$14.2K	0.06%	347
2023 Q1	$852K	Sell	62,000 -3,700	-6%	-$53K	0.07%	318
2022 Q4	$963K	Hold	65,700	–	–	0.08%	246
2022 Q3	$845K	Hold	65,700	–	–	0.08%	256
2022 Q2	$946K	Buy	+65,700	New	+$1.01M	0.1%	232

Other funds holding THW

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Independent Financial Group's THW Position: Q4 2023 in Review

Independent Financial Group sold out of abrdn World Healthcare Fund (THW) in Q4 2023, closing a stake of 46,900 shares — an estimated $550K sold.

Independent Financial Group first reported a position in THW in Q2 2022 and held it in 6 quarters. The position peaked at $963K in Q4 2022. 73 funds tracked by Wall St. Rank hold THW as of Q4 2023.

Independent Financial Group reported no remaining abrdn World Healthcare Fund position as of Q4 2023 after selling out during the quarter.
Independent Financial Group sold 46,900 abrdn World Healthcare Fund shares in Q4 2023, an estimated $550K.
Independent Financial Group first reported a position in abrdn World Healthcare Fund in Q2 2022 and held it in 6 quarters.
Independent Financial Group's abrdn World Healthcare Fund position peaked at $963K in Q4 2022.
73 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.