A detailed history of Sargent Investment Group, LLC transactions in Tekla World Healthcare Fund stock. As of the latest transaction made, Sargent Investment Group, LLC holds 20,000 shares of THW stock, worth $226,400. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,000
Previous 20,000 -0.0%
Holding current value
$226,400
Previous $262,000 1.15%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023

BUY
$11.69 - $14.11 $116,900 - $141,100
10,000 Added 100.0%
20,000 $234,000
Q2 2023

Jul 31, 2023

SELL
$13.74 - $14.76 $137,400 - $147,600
-10,000 Reduced 50.0%
10,000 $140,000
Q4 2020

Feb 10, 2021

SELL
$13.43 - $16.07 $40,290 - $48,210
-3,000 Reduced 13.04%
20,000 $317,000
Q3 2019

Oct 29, 2019

BUY
$12.78 - $13.53 $76,680 - $81,180
6,000 Added 35.29%
23,000 $309,000
Q2 2019

Aug 12, 2019

SELL
$11.96 - $13.0 $59,800 - $65,000
-5,000 Reduced 22.73%
17,000 $217,000
Q4 2018

Feb 12, 2019

BUY
$10.87 - $14.04 $239,139 - $308,880
22,000 New
22,000 $255,000

Others Institutions Holding THW

About Tekla World Healthcare Fund


  • Ticker THW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Tekla World Healthcare Fund is a closed-ended balanced mutual fund launched and managed by Tekla Capital Management LLC. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in stocks of companies operating in the healthcare sector. For its fixed income portion, the fund primarily invests in corporate d...
More about THW
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