Ahrens Investment Partners’s abrdn Healthcare Investors HQH Stock Holding History

Ahrens Investment Partners’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 Q1	$33.5K	Buy	+1,900	New	+$34.6K	0.02%	387
2022 Q3	–	Sell	-1,600	Closed	-$30K	–	494
2022 Q2	$30K	Buy	1,600 +1,200	+300%	+$23.7K	0.01%	426
2022 Q1	$8K	Hold	400	–	–	﹤0.01%	769
2021 Q4	$10K	Buy	+400	New	+$9.97K	﹤0.01%	744

Other funds holding HQH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ahrens Investment Partners's HQH Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in abrdn Healthcare Investors (HQH) in Q1 2023: 1,900 shares worth $33.5K. The stake represents 0.02% of the portfolio and ranks #387 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in HQH as recently as Q2 2022.

Ahrens Investment Partners first reported a position in HQH in Q4 2021 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold HQH as of Q1 2023.

Ahrens Investment Partners held 1,900 shares of abrdn Healthcare Investors worth $33.5K as of Q1 2023.
abrdn Healthcare Investors was a new Ahrens Investment Partners position in Q1 2023.
abrdn Healthcare Investors made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #387 holding.
Ahrens Investment Partners first reported a position in abrdn Healthcare Investors in Q4 2021 and has held it in 4 quarters since.
118 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.