TWP
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Triad Wealth Partners’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-70
Closed -$1.43K – 822
2024
Q2 		$1.43K Buy
+70
New +$1.39K ﹤0.01% 817

Other funds holding THQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Triad Wealth Partners's THQ Position: Q3 2024 in Review

Triad Wealth Partners sold out of abrdn Healthcare Opportunities Fund (THQ) in Q3 2024, closing a stake of 70 shares — an estimated $1.43K sold.

Triad Wealth Partners first reported a position in THQ in Q2 2024 and held it in 1 quarter. The position peaked at $1.43K in Q2 2024. 104 funds tracked by Wall St. Rank hold THQ as of Q3 2024.

  • Triad Wealth Partners reported no remaining abrdn Healthcare Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 70 abrdn Healthcare Opportunities Fund shares in Q3 2024, an estimated $1.43K.
  • Triad Wealth Partners first reported a position in abrdn Healthcare Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's abrdn Healthcare Opportunities Fund position peaked at $1.43K in Q2 2024.
  • 104 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.