JP Morgan Private Wealth Advisors’s abrdn World Healthcare Fund THW Stock Holding History

JP Morgan Private Wealth 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 Q4	–	Sell	-10,004	Closed	-$129K	–	2002
2022 Q3	$129K	Sell	10,004 -3,901	-28%	-$57.4K	﹤0.01%	1862
2022 Q2	$200K	Hold	13,905	–	–	﹤0.01%	1827
2022 Q1	$212K	Hold	13,905	–	–	﹤0.01%	1890
2021 Q4	$227K	Hold	13,905	–	–	﹤0.01%	1861
2021 Q3	$229K	Hold	13,905	–	–	﹤0.01%	1799
2021 Q2	$229K	Buy	13,905 +929	+7%	+$14.7K	﹤0.01%	1790
2021 Q1	$196K	Hold	12,976	–	–	﹤0.01%	1698
2020 Q4	$205K	Hold	12,976	–	–	﹤0.01%	1641
2020 Q3	$186K	Hold	12,976	–	–	﹤0.01%	1528
2020 Q2	$186K	Hold	12,976	–	–	﹤0.01%	1468
2020 Q1	$148K	Hold	12,976	–	–	﹤0.01%	1337
2019 Q4	$180K	Hold	12,976	–	–	﹤0.01%	1416
2019 Q3	$174K	Buy	+12,976	New	+$172K	﹤0.01%	1356
2019 Q1	–	Sell	-37,500	Closed	-$435K	–	1511
2018 Q4	$435K	Hold	37,500	–	–	﹤0.01%	1025
2018 Q3	$526K	Hold	37,500	–	–	﹤0.01%	1056
2018 Q2	$483K	Buy	+37,500	New	+$485K	﹤0.01%	1018

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Private Wealth Advisors's THW Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of abrdn World Healthcare Fund (THW) in Q4 2022, closing a stake of 10,004 shares — an estimated $129K sold.

JP Morgan Private Wealth Advisors first reported a position in THW in Q2 2018 and held it in 16 quarters. The position peaked at $526K in Q3 2018. 60 funds tracked by Wall St. Rank hold THW as of Q4 2022.

JP Morgan Private Wealth Advisors reported no remaining abrdn World Healthcare Fund position as of Q4 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,004 abrdn World Healthcare Fund shares in Q4 2022, an estimated $129K.
JP Morgan Private Wealth Advisors first reported a position in abrdn World Healthcare Fund in Q2 2018 and held it in 16 quarters.
JP Morgan Private Wealth Advisors's abrdn World Healthcare Fund position peaked at $526K in Q3 2018.
60 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.