VFA
THQ

Valeo Financial Advisors’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Valeo Financial Advisors’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
2020
Q3 		– Sell
-371
Closed -$7K – 2112
2020
Q2 		$7K Buy
371
+4
+1% +$71 ﹤0.01% 1418
2020
Q1 		$6K Buy
367
+10
+3% +$176 ﹤0.01% 1269
2019
Q4 		$7K Buy
+357
New +$6.46K ﹤0.01% 1211

Other funds holding THQ

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Valeo Financial Advisors's THQ Position: Q3 2020 in Review

Valeo Financial Advisors sold out of abrdn Healthcare Opportunities Fund (THQ) in Q3 2020, closing a stake of 371 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in THQ in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q2 2020. 64 funds tracked by Wall St. Rank hold THQ as of Q3 2020.

  • Valeo Financial Advisors reported no remaining abrdn Healthcare Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 371 abrdn Healthcare Opportunities Fund shares in Q3 2020, an estimated $7K.
  • Valeo Financial Advisors first reported a position in abrdn Healthcare Opportunities Fund in Q4 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's abrdn Healthcare Opportunities Fund position peaked at $7K in Q2 2020.
  • 64 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.