Spire Wealth Management’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Spire Wealth Management’s Portfolio THQ Stock Details THQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,272	Closed	-$51K	–	2827
2022 Q1	$51K	Sell	2,272 -5,501	-71%	-$123K	﹤0.01%	1447
2021 Q4	$199K	Buy	7,773 +5,567	+252%	+$134K	﹤0.01%	1094
2021 Q3	$50K	Buy	2,206 +710	+47%	+$17.1K	﹤0.01%	1479
2021 Q2	$35K	Sell	1,496 -7,661	-84%	-$176K	﹤0.01%	1643
2021 Q1	$197K	Buy	+9,157	New	+$192K	0.01%	1070

Other funds holding THQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Spire Wealth Management's THQ Position: Q2 2022 in Review

Spire Wealth Management sold out of abrdn Healthcare Opportunities Fund (THQ) in Q2 2022, closing a stake of 2,272 shares — an estimated $51K sold.

Spire Wealth Management first reported a position in THQ in Q1 2021 and held it in 5 quarters. The position peaked at $199K in Q4 2021. 83 funds tracked by Wall St. Rank hold THQ as of Q2 2022.

Spire Wealth Management reported no remaining abrdn Healthcare Opportunities Fund position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 2,272 abrdn Healthcare Opportunities Fund shares in Q2 2022, an estimated $51K.
Spire Wealth Management first reported a position in abrdn Healthcare Opportunities Fund in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's abrdn Healthcare Opportunities Fund position peaked at $199K in Q4 2021.
83 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.