Jones Financial Companies
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Jones Financial Companies’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Jones Financial Companies’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
2025
Q1 		– Sell
-629
Closed -$11.9K – 3860
2024
Q4 		$11.9K Buy
+629
New +$13K ﹤0.01% 2457

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HBCM
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UBS Group
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Jones Financial Companies's THQ Position: Q1 2025 in Review

Jones Financial Companies sold out of abrdn Healthcare Opportunities Fund (THQ) in Q1 2025, closing a stake of 629 shares — an estimated $11.9K sold.

Jones Financial Companies first reported a position in THQ in Q4 2024 and held it in 1 quarter. The position peaked at $11.9K in Q4 2024. 94 funds tracked by Wall St. Rank hold THQ as of Q1 2025.

  • Jones Financial Companies reported no remaining abrdn Healthcare Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Jones Financial Companies sold 629 abrdn Healthcare Opportunities Fund shares in Q1 2025, an estimated $11.9K.
  • Jones Financial Companies first reported a position in abrdn Healthcare Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Jones Financial Companies's abrdn Healthcare Opportunities Fund position peaked at $11.9K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q1 2025.

Based on Jones Financial Companies's 13F filing for Q1 2025, filed 16 May 2025.