RA
THQ

Rise Advisors’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Rise Advisors’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
Q2 		– Sell
-724
Closed -$13.6K – 794
2023
Q1 		$13.6K Buy
724
+13
+2% +$249 0.01% 312
2022
Q4 		$14.1K Buy
711
+12
+2% +$237 0.01% 292
2022
Q3 		$13K Buy
699
+12
+2% +$240 0.01% 301
2022
Q2 		$14K Buy
687
+11
+2% +$230 0.01% 287
2022
Q1 		$15K Buy
676
+10
+2% +$224 0.01% 286
2021
Q4 		$17.1K Buy
+666
New +$16K 0.02% 262

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Rise Advisors's THQ Position: Q2 2023 in Review

Rise Advisors sold out of abrdn Healthcare Opportunities Fund (THQ) in Q2 2023, closing a stake of 724 shares — an estimated $13.6K sold.

Rise Advisors first reported a position in THQ in Q4 2021 and held it in 6 quarters. The position peaked at $17.1K in Q4 2021. 76 funds tracked by Wall St. Rank hold THQ as of Q2 2023.

  • Rise Advisors reported no remaining abrdn Healthcare Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • Rise Advisors sold 724 abrdn Healthcare Opportunities Fund shares in Q2 2023, an estimated $13.6K.
  • Rise Advisors first reported a position in abrdn Healthcare Opportunities Fund in Q4 2021 and held it in 6 quarters.
  • Rise Advisors's abrdn Healthcare Opportunities Fund position peaked at $17.1K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.