MHR
THQ

Matthew Hamilton Rosenberg’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Matthew Hamilton Rosenberg’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
2023
Q2 		– Sell
-50
Closed -$938 – 992
2023
Q1 		$938 Hold
50
– – ﹤0.01% 836
2022
Q4 		$991 Hold
50
– – ﹤0.01% 818
2022
Q3 		$1K Hold
50
– – ﹤0.01% 837
2022
Q2 		$1K Hold
50
– – ﹤0.01% 781
2022
Q1 		$1K Hold
50
– – ﹤0.01% 740
2021
Q4 		$1K Buy
+50
New +$1.2K ﹤0.01% 714

Other funds holding THQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Matthew Hamilton Rosenberg's THQ Position: Q2 2023 in Review

Matthew Hamilton Rosenberg sold out of abrdn Healthcare Opportunities Fund (THQ) in Q2 2023, closing a stake of 50 shares — an estimated $938 sold.

Matthew Hamilton Rosenberg first reported a position in THQ in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 76 funds tracked by Wall St. Rank hold THQ as of Q2 2023.

  • Matthew Hamilton Rosenberg reported no remaining abrdn Healthcare Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 50 abrdn Healthcare Opportunities Fund shares in Q2 2023, an estimated $938.
  • Matthew Hamilton Rosenberg first reported a position in abrdn Healthcare Opportunities Fund in Q4 2021 and held it in 6 quarters.
  • Matthew Hamilton Rosenberg's abrdn Healthcare Opportunities Fund position peaked at $1K in Q3 2022.
  • 76 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q2 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2023, filed 26 Jul 2023.