SFS
THW

Sowell Financial Services’s abrdn World Healthcare Fund THW Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-596
Closed -$9K – 3296
2020
Q4 		$9K Sell
596
-596
-50% -$8.93K ﹤0.01% 2079
2020
Q3 		$17K Hold
1,192
– – ﹤0.01% 1639
2020
Q2 		$17K Buy
+1,192
New +$16.4K ﹤0.01% 1521

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sowell Financial Services's THW Position: Q1 2021 in Review

Sowell Financial Services sold out of abrdn World Healthcare Fund (THW) in Q1 2021, closing a stake of 596 shares — an estimated $9K sold.

Sowell Financial Services first reported a position in THW in Q2 2020 and held it in 3 quarters. The position peaked at $17K in Q3 2020. 54 funds tracked by Wall St. Rank hold THW as of Q1 2021.

  • Sowell Financial Services reported no remaining abrdn World Healthcare Fund position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 596 abrdn World Healthcare Fund shares in Q1 2021, an estimated $9K.
  • Sowell Financial Services first reported a position in abrdn World Healthcare Fund in Q2 2020 and held it in 3 quarters.
  • Sowell Financial Services's abrdn World Healthcare Fund position peaked at $17K in Q3 2020.
  • 54 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.