SW
THQ

SteelPeak Wealth’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

SteelPeak Wealth’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
2025
Q1 		– Sell
-10,325
Closed -$197K – 678
2024
Q4 		$197K Sell
10,325
-25
-0.2% -$517 0.01% 491
2024
Q3 		$229K Hold
10,350
– – 0.01% 432
2024
Q2 		$211K Buy
+10,350
New +$206K 0.01% 454

Other funds holding THQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SteelPeak Wealth's THQ Position: Q1 2025 in Review

SteelPeak Wealth sold out of abrdn Healthcare Opportunities Fund (THQ) in Q1 2025, closing a stake of 10,325 shares — an estimated $197K sold.

SteelPeak Wealth first reported a position in THQ in Q2 2024 and held it in 3 quarters. The position peaked at $229K in Q3 2024. 93 funds tracked by Wall St. Rank hold THQ as of Q1 2025.

  • SteelPeak Wealth reported no remaining abrdn Healthcare Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 10,325 abrdn Healthcare Opportunities Fund shares in Q1 2025, an estimated $197K.
  • SteelPeak Wealth first reported a position in abrdn Healthcare Opportunities Fund in Q2 2024 and held it in 3 quarters.
  • SteelPeak Wealth's abrdn Healthcare Opportunities Fund position peaked at $229K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.