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

B. Riley Wealth Management’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
2022 Q2	$324K	Buy	64,775 +47,927	+284%	+$948K	0.38%	20
2022 Q1	$350K	Sell	16,848 -26,985	-62%	-$573K	0.03%	411
2021 Q4	$1.04M	Buy	43,833 +956	+2%	+$23.8K	0.07%	226
2021 Q3	$1.1M	Sell	42,877 -4,315	-9%	-$114K	0.08%	213
2021 Q2	$1.21M	Buy	47,192 +14,506	+44%	+$358K	0.13%	150
2021 Q1	$798K	Buy	32,686 +854	+3%	+$20.8K	0.09%	178
2020 Q4	$759K	Sell	31,832 -90,626	-74%	-$1.97M	0.1%	163
2020 Q3	$2.52M	Buy	122,458 +92,577	+310%	+$1.96M	0.3%	79
2020 Q2	$637K	Sell	29,881 -96,394	-76%	-$1.96M	0.07%	204
2020 Q1	$2.25M	Buy	+126,275	New	+$2.49M	0.24%	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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

B. Riley Wealth Management's HQH Position: Q2 2022 in Review

B. Riley Wealth Management increased its abrdn Healthcare Investors (HQH) stake by 284% in Q2 2022, buying an estimated $948K and bringing the position to 64,775 shares worth $324K. The position accounts for 0.38% of the portfolio, ranked #20.

B. Riley Wealth Management first reported a position in HQH in Q1 2020 and has held it in 10 quarters since. The position peaked at $2.52M in Q3 2020. 103 funds tracked by Wall St. Rank hold HQH as of Q2 2022.

B. Riley Wealth Management held 64,775 shares of abrdn Healthcare Investors worth $324K as of Q2 2022.
B. Riley Wealth Management bought 47,927 abrdn Healthcare Investors shares in Q2 2022, an estimated $948K.
abrdn Healthcare Investors made up 0.38% of B. Riley Wealth Management's portfolio in Q2 2022, its #20 holding.
B. Riley Wealth Management first reported a position in abrdn Healthcare Investors in Q1 2020 and has held it in 10 quarters since.
B. Riley Wealth Management's abrdn Healthcare Investors position peaked at $2.52M in Q3 2020.
103 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.