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RFP Financial Group’s abrdn World Healthcare Fund THW Stock Holding History

RFP Financial Group’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
Q3 		– Sell
-200
Closed -$2.63K – 722
2024
Q2 		$2.63K Hold
200
– – ﹤0.01% 667
2024
Q1 		$2.65K Hold
200
– – ﹤0.01% 624
2023
Q4 		$2.33K Hold
200
– – ﹤0.01% 664
2023
Q3 		$2.34K Hold
200
– – ﹤0.01% 633
2023
Q2 		$2.8K Hold
200
– – ﹤0.01% 636
2023
Q1 		$2.75K Hold
200
– – ﹤0.01% 472
2022
Q4 		$2.93K Buy
+200
New +$2.82K ﹤0.01% 591

Other funds holding THW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFP Financial Group's THW Position: Q3 2024 in Review

RFP Financial Group sold out of abrdn World Healthcare Fund (THW) in Q3 2024, closing a stake of 200 shares — an estimated $2.63K sold.

RFP Financial Group first reported a position in THW in Q4 2022 and held it in 7 quarters. The position peaked at $2.93K in Q4 2022. 66 funds tracked by Wall St. Rank hold THW as of Q3 2024.

  • RFP Financial Group reported no remaining abrdn World Healthcare Fund position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 200 abrdn World Healthcare Fund shares in Q3 2024, an estimated $2.63K.
  • RFP Financial Group first reported a position in abrdn World Healthcare Fund in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's abrdn World Healthcare Fund position peaked at $2.93K in Q4 2022.
  • 66 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.