Sugarloaf Wealth Management, LLC - TEKLA HEALTHCARE OPPORTUNIT ownership

TEKLA HEALTHCARE OPPORTUNIT's ticker is THQ and the CUSIP is 879105104. A total of 68 filers reported holding TEKLA HEALTHCARE OPPORTUNIT in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of TEKLA HEALTHCARE OPPORTUNIT
ValueSharesWeighting
Q4 2022$4,482
-10.4%
226
+1.3%
0.00%0.0%
Q3 2022$5,000
+25.0%
223
+11.5%
0.00%0.0%
Q2 2022$4,0000.0%200
+2.0%
0.00%0.0%
Q1 2022$4,000
-20.0%
196
+1.6%
0.00%0.0%
Q4 2021$5,000
+25.0%
193
+1.0%
0.00%0.0%
Q3 2021$4,0000.0%191
+1.6%
0.00%0.0%
Q2 2021$4,0000.0%188
+1.6%
0.00%0.0%
Q1 2021$4,0000.0%185
+1.6%
0.00%0.0%
Q4 2020$4,000
+33.3%
182
+1.7%
0.00%0.0%
Q3 2020$3,0000.0%179
+2.3%
0.00%0.0%
Q2 2020$3,000
+50.0%
175
+43.4%
0.00%0.0%
Q1 2020$2,0000.0%122
+1.7%
0.00%0.0%
Q4 2019$2,0001200.00%
Other shareholders
TEKLA HEALTHCARE OPPORTUNIT shareholders Q4 2020
NameSharesValueWeighting ↓
Heron Bay Capital Management 376,211$6,388,0631.72%
1607 Capital Partners, LLC 398,270$6,762,6250.51%
Aviance Capital Partners, LLC 90,696$1,540,0260.35%
Cornerstone Advisors, LLC 403,969$6,859,3940.32%
Logan Stone Capital, LLC 62,536$1,061,8610.29%
Next Level Private LLC 25,486$428,9350.28%
SHELTON WEALTH MANAGEMENT, LLC 16,722$283,9520.23%
Samalin Investment Counsel, LLC 22,894$388,7410.22%
WHITENER CAPITAL MANAGEMENT, INC. 27,480$466,6100.19%
AQR Arbitrage LLC 233,216$3,960,0080.18%
View complete list of TEKLA HEALTHCARE OPPORTUNIT shareholders