AWG
HQH

Altus Wealth Group’s abrdn Healthcare Investors HQH Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-1,335
Closed -$32K – 438
2020
Q4 		$32K Buy
+1,335
New +$29K 0.03% 284

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Altus Wealth Group's HQH Position: Q1 2021 in Review

Altus Wealth Group sold out of abrdn Healthcare Investors (HQH) in Q1 2021, closing a stake of 1,335 shares — an estimated $32K sold.

Altus Wealth Group first reported a position in HQH in Q4 2020 and held it in 1 quarter. The position peaked at $32K in Q4 2020. 115 funds tracked by Wall St. Rank hold HQH as of Q1 2021.

  • Altus Wealth Group reported no remaining abrdn Healthcare Investors position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 1,335 abrdn Healthcare Investors shares in Q1 2021, an estimated $32K.
  • Altus Wealth Group first reported a position in abrdn Healthcare Investors in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's abrdn Healthcare Investors position peaked at $32K in Q4 2020.
  • 115 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.