WWA
THQ icon

Wingate Wealth Advisors’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-360
Closed -$6.79K – 401
2024
Q4 		$6.79K Buy
+360
New +$7.44K 0.01% 370

Other funds holding THQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wingate Wealth Advisors's THQ Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of abrdn Healthcare Opportunities Fund (THQ) in Q1 2025, closing a stake of 360 shares — an estimated $6.79K sold.

Wingate Wealth Advisors first reported a position in THQ in Q4 2024 and held it in 1 quarter. The position peaked at $6.79K in Q4 2024. 94 funds tracked by Wall St. Rank hold THQ as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining abrdn Healthcare Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 360 abrdn Healthcare Opportunities Fund shares in Q1 2025, an estimated $6.79K.
  • Wingate Wealth Advisors first reported a position in abrdn Healthcare Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's abrdn Healthcare Opportunities Fund position peaked at $6.79K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.