SWM
THW

Sugarloaf Wealth Management’s abrdn World Healthcare Fund THW Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$20.9K Hold
1,900
– – ﹤0.01% 397
2024
Q3 		$25.2K Hold
1,900
– – ﹤0.01% 384
2024
Q2 		$24.9K Hold
1,900
– – 0.01% 368
2024
Q1 		$25.1K Hold
1,900
– – 0.01% 372
2023
Q4 		$22.2K Hold
1,900
– – 0.01% 386
2023
Q3 		$22.3K Hold
1,900
– – 0.01% 372
2023
Q2 		$26.6K Hold
1,900
– – 0.01% 356
2023
Q1 		$26.1K Hold
1,900
– – 0.01% 362
2022
Q4 		$27.8K Hold
1,900
– – 0.01% 368
2022
Q3 		$25K Hold
1,900
– – 0.01% 395
2022
Q2 		$27K Hold
1,900
– – 0.01% 375
2022
Q1 		$29K Hold
1,900
– – 0.01% 355
2021
Q4 		$31K Hold
1,900
– – 0.01% 365
2021
Q3 		$31K Hold
1,900
– – 0.01% 349
2021
Q2 		$31K Hold
1,900
– – 0.01% 347
2021
Q1 		$29 Hold
1,900
– – 0.01% 350
2020
Q4 		$30K Hold
1,900
– – 0.01% 322
2020
Q3 		$27K Hold
1,900
– – 0.01% 316
2020
Q2 		$27K Hold
1,900
– – 0.01% 314
2020
Q1 		$22K Hold
1,900
– – 0.01% 319
2019
Q4 		$26K Buy
+1,900
New +$25.6K 0.01% 338

Other funds holding THW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Sugarloaf Wealth Management's THW Position: Q4 2024 in Review

Sugarloaf Wealth Management held its abrdn World Healthcare Fund (THW) position steady in Q4 2024 at 1,900 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Sugarloaf Wealth Management first reported a position in THW in Q4 2019 and has held it in 21 quarters since. The position peaked at $31K in Q4 2021. 85 funds tracked by Wall St. Rank hold THW as of Q4 2024.

  • Sugarloaf Wealth Management held 1,900 shares of abrdn World Healthcare Fund worth $20.9K as of Q4 2024.
  • Sugarloaf Wealth Management left its abrdn World Healthcare Fund share count unchanged in Q4 2024.
  • abrdn World Healthcare Fund made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #397 holding.
  • Sugarloaf Wealth Management first reported a position in abrdn World Healthcare Fund in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's abrdn World Healthcare Fund position peaked at $31K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.