BRWA
HQH

B. Riley Wealth Advisors’s abrdn Healthcare Investors HQH Stock Holding History

B. Riley 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
2024
Q4 		$667K Sell
39,987
-713
-2% -$12.7K 0.02% 587
2024
Q3 		$755K Sell
40,700
-49,460
-55% -$922K 0.02% 589
2024
Q2 		$1.58M Buy
90,160
+19,719
+28% +$329K 0.04% 405
2024
Q1 		$1.1M Sell
70,441
-15,590
-18% -$266K 0.03% 496
2023
Q4 		$1.45M Buy
86,031
+15,590
+22% +$240K 0.04% 438
2023
Q3 		$1.1M Sell
70,441
-36,564
-34% -$610K 0.03% 496
2023
Q2 		$1.83M Buy
107,005
+18,729
+21% +$325K 0.04% 392
2023
Q1 		$1.56M Buy
88,276
+708
+0.8% +$12.9K 0.04% 420
2022
Q4 		$1.58M Sell
87,568
-16,245
-16% -$301K 0.04% 403
2022
Q3 		$1.79M Buy
103,813
+58,932
+131% +$1.13M 0.05% 333
2022
Q2 		$839K Buy
44,881
+1,570
+4% +$31K 0.04% 474
2022
Q1 		$900K Sell
43,311
-1,193
-3% -$25.3K 0.03% 528
2021
Q4 		$1.06M Buy
44,504
+939
+2% +$23.4K 0.03% 512
2021
Q3 		$1.11M Buy
43,565
+3,402
+8% +$89.5K 0.04% 487
2021
Q2 		$1.03M Buy
40,163
+4,300
+12% +$106K 0.03% 503
2021
Q1 		$876K Buy
35,863
+290
+0.8% +$7.07K 0.03% 521
2020
Q4 		$848K Sell
35,573
-805
-2% -$17.5K 0.05% 380
2020
Q3 		$751K Buy
36,378
+8,760
+32% +$185K 0.04% 392
2020
Q2 		$590K Hold
27,618
– – 0.04% 396
2020
Q1 		$492K Buy
27,618
+1,500
+6% +$29.6K 0.04% 388
2019
Q4 		$546K Buy
26,118
+2,000
+8% +$39.6K 0.05% 405
2019
Q3 		$443K Hold
24,118
– – 0.04% 444
2019
Q2 		$485K Buy
24,118
+2,200
+10% +$43.5K 0.05% 387
2019
Q1 		$451K Buy
21,918
+1,000
+5% +$20.5K 0.06% 369
2018
Q4 		$376K Buy
20,918
+3,000
+17% +$61.4K 0.05% 373
2018
Q3 		$415K Buy
+17,918
New +$406K 0.05% 395
2015
Q1 		– Sell
-409
Closed -$13 – 1192
2014
Q4 		$13 Buy
+409
New +$12.3K ﹤0.01% 2734
2014
Q3 		– Sell
-41
Closed -$1.05K – 1192
2014
Q2 		$1.05K Buy
+41
New +$1.07K ﹤0.01% 2289

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

B. Riley Wealth Advisors's HQH Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its abrdn Healthcare Investors (HQH) stake by 1.8% in Q4 2024, selling an estimated $12.7K and leaving 39,987 shares worth $667K. The position accounts for 0.02% of the portfolio, ranked #587.

B. Riley Wealth Advisors first reported a position in HQH in Q2 2014 and has held it in 28 quarters since. The position peaked at $1.83M in Q2 2023. 120 funds tracked by Wall St. Rank hold HQH as of Q4 2024.

  • B. Riley Wealth Advisors held 39,987 shares of abrdn Healthcare Investors worth $667K as of Q4 2024.
  • B. Riley Wealth Advisors sold 713 abrdn Healthcare Investors shares in Q4 2024, an estimated $12.7K.
  • abrdn Healthcare Investors made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #587 holding.
  • B. Riley Wealth Advisors first reported a position in abrdn Healthcare Investors in Q2 2014 and has held it in 28 quarters since.
  • B. Riley Wealth Advisors's abrdn Healthcare Investors position peaked at $1.83M in Q2 2023.
  • 120 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.