AWS
HQH

Atria Wealth Solutions’s abrdn Healthcare Investors HQH Stock Holding History

Atria Wealth Solutions’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
-10,174
Closed -$189K – 2029
2024
Q3 		$189K Sell
10,174
-410
-4% -$7.64K ﹤0.01% 1804
2024
Q2 		$185K Sell
10,584
-6,406
-38% -$107K ﹤0.01% 1798
2024
Q1 		$286K Buy
16,990
+374
+2% +$6.37K ﹤0.01% 1580
2023
Q4 		$275K Sell
16,616
-380
-2% -$5.84K ﹤0.01% 1557
2023
Q3 		$264K Sell
16,996
-23,914
-58% -$399K ﹤0.01% 1495
2023
Q2 		$698K Sell
40,910
-5,608
-12% -$97.2K 0.01% 1007
2023
Q1 		$821K Buy
46,518
+640
+1% +$11.6K 0.01% 882
2022
Q4 		$826K Sell
45,878
-2,335
-5% -$43.3K 0.01% 843
2022
Q3 		$833K Buy
48,213
+16,519
+52% +$316K 0.01% 785
2022
Q2 		$592K Sell
31,694
-14,729
-32% -$291K 0.01% 892
2022
Q1 		$965K Buy
+46,423
New +$986K 0.02% 751

Other funds holding HQH

Morgan Stanley
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
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

Atria Wealth Solutions's HQH Position: Q4 2024 in Review

Atria Wealth Solutions sold out of abrdn Healthcare Investors (HQH) in Q4 2024, closing a stake of 10,174 shares — an estimated $189K sold.

Atria Wealth Solutions first reported a position in HQH in Q1 2022 and held it in 11 quarters. The position peaked at $965K in Q1 2022. 120 funds tracked by Wall St. Rank hold HQH as of Q4 2024.

  • Atria Wealth Solutions reported no remaining abrdn Healthcare Investors position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,174 abrdn Healthcare Investors shares in Q4 2024, an estimated $189K.
  • Atria Wealth Solutions first reported a position in abrdn Healthcare Investors in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's abrdn Healthcare Investors position peaked at $965K in Q1 2022.
  • 120 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.