Semus Wealth Partners’s abrdn World Healthcare Fund THW Stock Holding History

Semus Wealth Partners’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 Q2	–	Sell	-11,087	Closed	-$147K	–	133
2024 Q1	$147K	Sell	11,087 -1,461	-12%	-$18.5K	0.12%	124
2023 Q4	$146K	Buy	12,548 +13	+0.1%	+$146	0.12%	126
2023 Q3	$147K	Buy	12,535 +13	+0.1%	+$173	0.14%	113
2023 Q2	$176K	Buy	12,522 +16	+0.1%	+$227	0.16%	112
2023 Q1	$172K	Buy	12,506 +12	+0.1%	+$172	0.18%	107
2022 Q4	$183K	Buy	+12,494	New	+$176K	0.22%	104

Other funds holding THW

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Semus Wealth Partners's THW Position: Q2 2024 in Review

Semus Wealth Partners sold out of abrdn World Healthcare Fund (THW) in Q2 2024, closing a stake of 11,087 shares — an estimated $147K sold.

Semus Wealth Partners first reported a position in THW in Q4 2022 and held it in 6 quarters. The position peaked at $183K in Q4 2022. 63 funds tracked by Wall St. Rank hold THW as of Q2 2024.

Semus Wealth Partners reported no remaining abrdn World Healthcare Fund position as of Q2 2024 after selling out during the quarter.
Semus Wealth Partners sold 11,087 abrdn World Healthcare Fund shares in Q2 2024, an estimated $147K.
Semus Wealth Partners first reported a position in abrdn World Healthcare Fund in Q4 2022 and held it in 6 quarters.
Semus Wealth Partners's abrdn World Healthcare Fund position peaked at $183K in Q4 2022.
63 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2024.

Based on Semus Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.