AWM
HQH

Accel Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History

Accel Wealth Management’s Portfolio HQH Stock Details HQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-602
Closed -$10.6K – 471
2023
Q1 		$10.6K Buy
602
+15
+3% +$273 ﹤0.01% 866
2022
Q4 		$10.6K Hold
587
– – 0.01% 693
2022
Q3 		$11K Hold
587
– – 0.01% 710
2022
Q2 		$11K Hold
587
– – 0.01% 688
2022
Q1 		$13K Hold
587
– – 0.01% 658
2021
Q4 		$14K Buy
587
+11
+2% +$274 0.01% 641
2021
Q3 		$15K Buy
+576
New +$15.2K 0.01% 553

Other funds holding HQH

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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accel Wealth Management's HQH Position: Q2 2023 in Review

Accel Wealth Management sold out of abrdn Healthcare Investors (HQH) in Q2 2023, closing a stake of 602 shares — an estimated $10.6K sold.

Accel Wealth Management first reported a position in HQH in Q3 2021 and held it in 7 quarters. The position peaked at $15K in Q3 2021. 116 funds tracked by Wall St. Rank hold HQH as of Q2 2023.

  • Accel Wealth Management reported no remaining abrdn Healthcare Investors position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 602 abrdn Healthcare Investors shares in Q2 2023, an estimated $10.6K.
  • Accel Wealth Management first reported a position in abrdn Healthcare Investors in Q3 2021 and held it in 7 quarters.
  • Accel Wealth Management's abrdn Healthcare Investors position peaked at $15K in Q3 2021.
  • 116 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.