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

Apollon 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
2024 Q4	–	Sell	-14,697	Closed	-$274K	–	1238
2024 Q3	$274K	Hold	14,697	–	–	0.01%	937
2024 Q2	$257K	Hold	14,697	–	–	0.01%	915
2024 Q1	$248K	Hold	14,697	–	–	0.01%	944
2023 Q4	$244K	Buy	14,697 +3,607	+33%	+$55.4K	0.01%	919
2023 Q3	$172K	Buy	11,090 +946	+9%	+$15.8K	0.01%	845
2023 Q2	$173K	Hold	10,144	–	–	0.01%	882
2023 Q1	$179K	Hold	10,144	–	–	0.01%	801
2022 Q4	$183K	Hold	10,144	–	–	0.01%	787
2022 Q3	$175K	Hold	10,144	–	–	0.01%	732
2022 Q2	$190K	Hold	10,144	–	–	0.02%	685
2022 Q1	$211K	Hold	10,144	–	–	0.02%	678
2021 Q4	$241K	Buy	+10,144	New	+$253K	0.02%	646

Other funds holding HQH

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Apollon Wealth Management's HQH Position: Q4 2024 in Review

Apollon Wealth Management sold out of abrdn Healthcare Investors (HQH) in Q4 2024, closing a stake of 14,697 shares — an estimated $274K sold.

Apollon Wealth Management first reported a position in HQH in Q4 2021 and held it in 12 quarters. The position peaked at $274K in Q3 2024. 120 funds tracked by Wall St. Rank hold HQH as of Q4 2024.

Apollon Wealth Management reported no remaining abrdn Healthcare Investors position as of Q4 2024 after selling out during the quarter.
Apollon Wealth Management sold 14,697 abrdn Healthcare Investors shares in Q4 2024, an estimated $274K.
Apollon Wealth Management first reported a position in abrdn Healthcare Investors in Q4 2021 and held it in 12 quarters.
Apollon Wealth Management's abrdn Healthcare Investors position peaked at $274K in Q3 2024.
120 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2024.

Based on Apollon Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.