Northwestern Mutual Wealth Management
THW

Northwestern Mutual Wealth Management’s abrdn World Healthcare Fund THW Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio THW Stock Details THW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,529
Closed -$17.8K – 3807
2023
Q4 		$17.8K Buy
+1,529
New +$17.2K ﹤0.01% 2441
2023
Q3 		– Sell
-550
Closed -$7.71K – 3528
2023
Q2 		$7.71K Buy
+550
New +$7.79K ﹤0.01% 2648

Other funds holding THW

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northwestern Mutual Wealth Management's THW Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of abrdn World Healthcare Fund (THW) in Q1 2024, closing a stake of 1,529 shares — an estimated $17.8K sold.

Northwestern Mutual Wealth Management first reported a position in THW in Q2 2023 and held it in 2 quarters. The position peaked at $17.8K in Q4 2023. 67 funds tracked by Wall St. Rank hold THW as of Q1 2024.

  • Northwestern Mutual Wealth Management reported no remaining abrdn World Healthcare Fund position as of Q1 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,529 abrdn World Healthcare Fund shares in Q1 2024, an estimated $17.8K.
  • Northwestern Mutual Wealth Management first reported a position in abrdn World Healthcare Fund in Q2 2023 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's abrdn World Healthcare Fund position peaked at $17.8K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.