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

Sugarloaf 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
2023 Q1	–	Sell	-226	Closed	-$4.48K	–	777
2022 Q4	$4.48K	Buy	226 +3	+1%	+$59	﹤0.01%	592
2022 Q3	$5K	Buy	223 +23	+12%	+$461	﹤0.01%	631
2022 Q2	$4K	Buy	200 +4	+2%	+$84	﹤0.01%	644
2022 Q1	$4K	Buy	196 +3	+2%	+$67	﹤0.01%	604
2021 Q4	$5K	Buy	193 +2	+1%	+$48	﹤0.01%	599
2021 Q3	$4K	Buy	191 +3	+2%	+$72	﹤0.01%	637
2021 Q2	$4K	Buy	188 +3	+2%	+$69	﹤0.01%	629
2021 Q1	$4	Buy	185 +3	+2%	+$63	﹤0.01%	618
2020 Q4	$4K	Buy	182 +3	+2%	+$57	﹤0.01%	581
2020 Q3	$3K	Buy	179 +4	+2%	+$73	﹤0.01%	591
2020 Q2	$3K	Buy	175 +53	+43%	+$936	﹤0.01%	583
2020 Q1	$2K	Buy	122 +2	+2%	+$35	﹤0.01%	617
2019 Q4	$2K	Buy	+120	New	+$2.17K	﹤0.01%	647

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SPIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sugarloaf Wealth Management's THQ Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of abrdn Healthcare Opportunities Fund (THQ) in Q1 2023, closing a stake of 226 shares — an estimated $4.48K sold.

Sugarloaf Wealth Management first reported a position in THQ in Q4 2019 and held it in 13 quarters. The position peaked at $5K in Q3 2022. 89 funds tracked by Wall St. Rank hold THQ as of Q1 2023.

Sugarloaf Wealth Management reported no remaining abrdn Healthcare Opportunities Fund position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 226 abrdn Healthcare Opportunities Fund shares in Q1 2023, an estimated $4.48K.
Sugarloaf Wealth Management first reported a position in abrdn Healthcare Opportunities Fund in Q4 2019 and held it in 13 quarters.
Sugarloaf Wealth Management's abrdn Healthcare Opportunities Fund position peaked at $5K in Q3 2022.
89 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.