MSWM
THQ

McGlone Suttner Wealth Management’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-2,323
Closed -$42.1K – 704
2023
Q4 		$42.1K Buy
+2,323
New +$39.3K 0.01% 305

Other funds holding THQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McGlone Suttner Wealth Management's THQ Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of abrdn Healthcare Opportunities Fund (THQ) in Q1 2024, closing a stake of 2,323 shares — an estimated $42.1K sold.

McGlone Suttner Wealth Management first reported a position in THQ in Q4 2023 and held it in 1 quarter. The position peaked at $42.1K in Q4 2023. 94 funds tracked by Wall St. Rank hold THQ as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining abrdn Healthcare Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 2,323 abrdn Healthcare Opportunities Fund shares in Q1 2024, an estimated $42.1K.
  • McGlone Suttner Wealth Management first reported a position in abrdn Healthcare Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's abrdn Healthcare Opportunities Fund position peaked at $42.1K in Q4 2023.
  • 94 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.