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

Shelton 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
2023 Q4	–	Sell	-13,000	Closed	-$152K	–	111
2023 Q3	$152K	Hold	13,000	–	–	0.12%	64
2023 Q2	$182K	Hold	13,000	–	–	0.14%	69
2023 Q1	$179K	Hold	13,000	–	–	0.14%	65
2022 Q4	$190K	Hold	13,000	–	–	0.15%	64
2022 Q3	$167K	Hold	13,000	–	–	0.15%	61
2022 Q2	$187K	Hold	13,000	–	–	0.16%	62
2022 Q1	$198K	Hold	13,000	–	–	0.16%	68
2021 Q4	$212K	Buy	+13,000	New	+$214K	0.17%	69

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Shelton Wealth Management's THW Position: Q4 2023 in Review

Shelton Wealth Management sold out of abrdn World Healthcare Fund (THW) in Q4 2023, closing a stake of 13,000 shares — an estimated $152K sold.

Shelton Wealth Management first reported a position in THW in Q4 2021 and held it in 8 quarters. The position peaked at $212K in Q4 2021. 73 funds tracked by Wall St. Rank hold THW as of Q4 2023.

Shelton Wealth Management reported no remaining abrdn World Healthcare Fund position as of Q4 2023 after selling out during the quarter.
Shelton Wealth Management sold 13,000 abrdn World Healthcare Fund shares in Q4 2023, an estimated $152K.
Shelton Wealth Management first reported a position in abrdn World Healthcare Fund in Q4 2021 and held it in 8 quarters.
Shelton Wealth Management's abrdn World Healthcare Fund position peaked at $212K in Q4 2021.
73 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q4 2023.

Based on Shelton Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.