THQ — TEKLA HEALTHCARE OPPORTUNIT

Ownership history in Bison Wealth, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in TEKLA HEALTHCARE OPPORTUNIT (THQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.23% (2016 Q3)
Avg. % of fund
0.14%
First filed
2015 Q2
Last filed
2024 Q3
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 9,602 -498 -4.9% 0.03% $212K $18.79
2022 Q4 UNCHANGED 10,100 — 0% 0.06% $196K $14.51
2022 Q3 UNCHANGED 10,100 — 0% 0.07% $183K $13.04
2022 Q2 UNCHANGED 10,100 — 0% 0.12% $201K $14.12
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    THQ price (monthly, adj. close)

Other funds also holding THQ

As of 2025 Q4 — sorted by position size

Heron Bay Capital Management 3Y 2.16% Samalin Investment Counsel, LLC 3Y 0.37% Next Level Private LLC 3Y 0.31% Madison Park Capital Advisors, LLC 0.22% Stolper Co 3Y 0.21% Westbourne Investment Advisors, Inc. 3Y 7Y 0.21% TrueMark Investments, LLC 0.19% Aviance Capital Partners, LLC 3Y 7Y 0.18% WORLD EQUITY GROUP, INC. 0.1% WEDBUSH SECURITIES INC 3Y 7Y 0.09%
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