MGWM
THQ

Marks Group Wealth Management’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Marks Group Wealth Management’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
2020
Q2 		– Sell
-102,873
Closed -$1.58M – 259
2020
Q1 		$1.58M Hold
102,873
– – 0.41% 100
2019
Q4 		$1.96M Buy
+102,873
New +$1.86M 0.39% 105

Other funds holding THQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Marks Group Wealth Management's THQ Position: Q2 2020 in Review

Marks Group Wealth Management sold out of abrdn Healthcare Opportunities Fund (THQ) in Q2 2020, closing a stake of 102,873 shares — an estimated $1.58M sold.

Marks Group Wealth Management first reported a position in THQ in Q4 2019 and held it in 2 quarters. The position peaked at $1.96M in Q4 2019. 68 funds tracked by Wall St. Rank hold THQ as of Q2 2020.

  • Marks Group Wealth Management reported no remaining abrdn Healthcare Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Marks Group Wealth Management sold 102,873 abrdn Healthcare Opportunities Fund shares in Q2 2020, an estimated $1.58M.
  • Marks Group Wealth Management first reported a position in abrdn Healthcare Opportunities Fund in Q4 2019 and held it in 2 quarters.
  • Marks Group Wealth Management's abrdn Healthcare Opportunities Fund position peaked at $1.96M in Q4 2019.
  • 68 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q2 2020.

Based on Marks Group Wealth Management's 13F filing for Q2 2020, filed 10 Aug 2020.