LWA
THW

Lineweaver Wealth Advisors’s abrdn World Healthcare Fund THW Stock Holding History

Lineweaver 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
-10,483
Closed -$134K – 136
2022
Q3 		$134K Buy
10,483
+103
+1% +$1.51K 0.04% 123
2022
Q2 		$149K Sell
10,380
-725
-7% -$11.1K 0.05% 123
2022
Q1 		$169K Buy
11,105
+92
+0.8% +$1.36K 0.05% 138
2021
Q4 		$179K Buy
11,013
+57
+0.5% +$937 0.05% 129
2021
Q3 		$180K Buy
+10,956
New +$184K 0.05% 134

Other funds holding THW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
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 29.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lineweaver Wealth Advisors's THW Position: Q4 2022 in Review

Lineweaver Wealth Advisors sold out of abrdn World Healthcare Fund (THW) in Q4 2022, closing a stake of 10,483 shares — an estimated $134K sold.

Lineweaver Wealth Advisors first reported a position in THW in Q3 2021 and held it in 5 quarters. The position peaked at $180K in Q3 2021. 60 funds tracked by Wall St. Rank hold THW as of Q4 2022.

  • Lineweaver Wealth Advisors reported no remaining abrdn World Healthcare Fund position as of Q4 2022 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 10,483 abrdn World Healthcare Fund shares in Q4 2022, an estimated $134K.
  • Lineweaver Wealth Advisors first reported a position in abrdn World Healthcare Fund in Q3 2021 and held it in 5 quarters.
  • Lineweaver Wealth Advisors's abrdn World Healthcare Fund position peaked at $180K in Q3 2021.
  • 60 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q4 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.