SS
THW

Simplicity Solutions’s abrdn World Healthcare Fund THW Stock Holding History

Simplicity Solutions’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
2020
Q3 		– Sell
-39,589
Closed -$566K – 949
2020
Q2 		$566K Buy
+39,589
New +$544K 0.01% 609

Other funds holding THW

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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
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
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 22.89% 1-Year Est. Return
Osaic Holdings
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplicity Solutions's THW Position: Q3 2020 in Review

Simplicity Solutions sold out of abrdn World Healthcare Fund (THW) in Q3 2020, closing a stake of 39,589 shares — an estimated $566K sold.

Simplicity Solutions first reported a position in THW in Q2 2020 and held it in 1 quarter. The position peaked at $566K in Q2 2020. 43 funds tracked by Wall St. Rank hold THW as of Q3 2020.

  • Simplicity Solutions reported no remaining abrdn World Healthcare Fund position as of Q3 2020 after selling out during the quarter.
  • Simplicity Solutions sold 39,589 abrdn World Healthcare Fund shares in Q3 2020, an estimated $566K.
  • Simplicity Solutions first reported a position in abrdn World Healthcare Fund in Q2 2020 and held it in 1 quarter.
  • Simplicity Solutions's abrdn World Healthcare Fund position peaked at $566K in Q2 2020.
  • 43 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q3 2020.

Based on Simplicity Solutions's 13F filing for Q3 2020, filed 4 Nov 2020.