BRWA
HQL

B. Riley Wealth Advisors’s abrdn Life Sciences Investors HQL Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-11,500
Closed -$143K – 1487
2024
Q1 		$143K Buy
+11,500
New +$159K ﹤0.01% 1319
2023
Q4 		– Sell
-11,500
Closed -$143K – 1446
2023
Q3 		$143K Sell
11,500
-258
-2% -$3.39K ﹤0.01% 1319
2023
Q2 		$159K Buy
11,758
+5
+0% +$69 ﹤0.01% 1385
2023
Q1 		$164K Buy
11,753
+6
+0.1% +$86 ﹤0.01% 1327
2022
Q4 		$167K Buy
+11,747
New +$170K ﹤0.01% 1296
2022
Q2 		– Sell
-12,616
Closed -$209K – 1295
2022
Q1 		$209K Sell
12,616
-11,852
-48% -$204K 0.01% 1196
2021
Q4 		$471K Sell
24,468
-965
-4% -$19.4K 0.01% 840
2021
Q3 		$529K Buy
25,433
+41
+0.2% +$878 0.02% 751
2021
Q2 		$545K Buy
25,392
+5,588
+28% +$113K 0.02% 728
2021
Q1 		$391K Buy
+19,804
New +$408K 0.01% 854
2017
Q1 		– Sell
-12,579
Closed -$214K – 543
2016
Q4 		$214K Buy
+12,579
New +$221K 0.04% 447

Other funds holding HQL

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return

B. Riley Wealth Advisors's HQL Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of abrdn Life Sciences Investors (HQL) in Q2 2024, closing a stake of 11,500 shares — an estimated $143K sold.

B. Riley Wealth Advisors first reported a position in HQL in Q4 2016 and held it in 11 quarters. The position peaked at $545K in Q2 2021. 75 funds tracked by Wall St. Rank hold HQL as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining abrdn Life Sciences Investors position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,500 abrdn Life Sciences Investors shares in Q2 2024, an estimated $143K.
  • B. Riley Wealth Advisors first reported a position in abrdn Life Sciences Investors in Q4 2016 and held it in 11 quarters.
  • B. Riley Wealth Advisors's abrdn Life Sciences Investors position peaked at $545K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.