Moisand Fitzgerald Tamayo’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Moisand Fitzgerald Tamayo’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	-4	Closed	-$73	–	650
2023 Q4	$73	Hold	4	–	–	﹤0.01%	640
2023 Q3	$67	Buy	+4	New	+$74	﹤0.01%	750
2022 Q4	–	Sell	-1,795	Closed	-$33K	–	843
2022 Q3	$33K	Buy	1,795 +30	+2%	+$601	0.01%	189
2022 Q2	$35K	Buy	+1,765	New	+$36.9K	0.01%	182
2022 Q1	–	Sell	-1,713	Closed	-$44K	–	650
2021 Q4	$44K	Buy	1,713 +24	+1%	+$577	0.01%	157
2021 Q3	$38K	Buy	1,689 +24	+1%	+$578	0.01%	165
2021 Q2	$38K	Buy	1,665 +24	+1%	+$551	0.01%	169
2021 Q1	$36K	Buy	1,641 +26	+2%	+$545	0.02%	143
2020 Q4	$33K	Buy	1,615 +30	+2%	+$573	0.01%	145
2020 Q3	$29K	Buy	+1,585	New	+$28.8K	0.02%	145

Other funds holding THQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moisand Fitzgerald Tamayo's THQ Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of abrdn Healthcare Opportunities Fund (THQ) in Q1 2024, closing a stake of 4 shares — an estimated $73 sold.

Moisand Fitzgerald Tamayo first reported a position in THQ in Q3 2020 and held it in 10 quarters. The position peaked at $44K in Q4 2021. 94 funds tracked by Wall St. Rank hold THQ as of Q1 2024.

Moisand Fitzgerald Tamayo reported no remaining abrdn Healthcare Opportunities Fund position as of Q1 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 4 abrdn Healthcare Opportunities Fund shares in Q1 2024, an estimated $73.
Moisand Fitzgerald Tamayo first reported a position in abrdn Healthcare Opportunities Fund in Q3 2020 and held it in 10 quarters.
Moisand Fitzgerald Tamayo's abrdn Healthcare Opportunities Fund position peaked at $44K in Q4 2021.
94 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.