MSCM
THQ

McElhenny Sheffield Capital Management’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-4,881
Closed -$96.7K – 563
2022
Q4 		$96.7K Buy
+4,881
New +$96.3K 0.04% 131

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
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
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McElhenny Sheffield Capital Management's THQ Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of abrdn Healthcare Opportunities Fund (THQ) in Q1 2023, closing a stake of 4,881 shares — an estimated $96.7K sold.

McElhenny Sheffield Capital Management first reported a position in THQ in Q4 2022 and held it in 1 quarter. The position peaked at $96.7K in Q4 2022. 89 funds tracked by Wall St. Rank hold THQ as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining abrdn Healthcare Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 4,881 abrdn Healthcare Opportunities Fund shares in Q1 2023, an estimated $96.7K.
  • McElhenny Sheffield Capital Management first reported a position in abrdn Healthcare Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's abrdn Healthcare Opportunities Fund position peaked at $96.7K in Q4 2022.
  • 89 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.