Atria Wealth Solutions
HQL icon

Atria Wealth Solutions’s abrdn Life Sciences Investors HQL Stock Holding History

Atria Wealth Solutions’s Portfolio HQL Stock Details HQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-32,313
Closed -$442K – 2006
2023
Q4 		$442K Sell
32,313
-241
-0.7% -$2.96K 0.01% 1284
2023
Q3 		$406K Sell
32,554
-448
-1% -$5.89K 0.01% 1236
2023
Q2 		$447K Sell
33,002
-5,501
-14% -$75.9K 0.01% 1212
2023
Q1 		$536K Sell
38,503
-648
-2% -$9.26K 0.01% 1091
2022
Q4 		$556K Sell
39,151
-11,515
-23% -$167K 0.01% 1024
2022
Q3 		$692K Buy
50,666
+8,776
+21% +$131K 0.01% 862
2022
Q2 		$596K Buy
41,890
+1,865
+5% +$28.2K 0.01% 888
2022
Q1 		$662K Buy
+40,025
New +$689K 0.01% 916

Other funds holding HQL

Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return
Needham Investment Management
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Atria Wealth Solutions's HQL Position: Q1 2024 in Review

Atria Wealth Solutions sold out of abrdn Life Sciences Investors (HQL) in Q1 2024, closing a stake of 32,313 shares — an estimated $442K sold.

Atria Wealth Solutions first reported a position in HQL in Q1 2022 and held it in 8 quarters. The position peaked at $692K in Q3 2022. 79 funds tracked by Wall St. Rank hold HQL as of Q1 2024.

  • Atria Wealth Solutions reported no remaining abrdn Life Sciences Investors position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 32,313 abrdn Life Sciences Investors shares in Q1 2024, an estimated $442K.
  • Atria Wealth Solutions first reported a position in abrdn Life Sciences Investors in Q1 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's abrdn Life Sciences Investors position peaked at $692K in Q3 2022.
  • 79 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.