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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

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UBS Group
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CF
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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.