Atlas Private Wealth Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Atlas Private Wealth Advisors’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 Q4	–	Sell	-2,260	Closed	-$58K	–	386
2021 Q3	$58K	Sell	2,260 -81	-3%	-$2.13K	0.03%	221
2021 Q2	$60K	Sell	2,341 -2,226	-49%	-$54.9K	0.03%	215
2021 Q1	$111K	Sell	4,567 -2,674	-37%	-$65.2K	0.06%	151
2020 Q4	$173K	Sell	7,241 -2,078	-22%	-$45.1K	0.12%	114
2020 Q3	$192K	Sell	9,319 -1,312	-12%	-$27.7K	0.16%	104
2020 Q2	$227K	Buy	+10,631	New	+$217K	0.2%	101

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Atlas Private Wealth Advisors's HQH Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of abrdn Healthcare Investors (HQH) in Q4 2021, closing a stake of 2,260 shares — an estimated $58K sold.

Atlas Private Wealth Advisors first reported a position in HQH in Q2 2020 and held it in 6 quarters. The position peaked at $227K in Q2 2020. 105 funds tracked by Wall St. Rank hold HQH as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining abrdn Healthcare Investors position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,260 abrdn Healthcare Investors shares in Q4 2021, an estimated $58K.
Atlas Private Wealth Advisors first reported a position in abrdn Healthcare Investors in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's abrdn Healthcare Investors position peaked at $227K in Q2 2020.
105 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.