BWM
HQH

Baystate Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History

Baystate 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
2023
Q4 		$20.3K Buy
+1,228
New +$18.9K ﹤0.01% 556
2020
Q3 		– Sell
-9
Closed – – 679
2020
Q2 		$0 Buy
+9
New +$183 ﹤0.01% 684

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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
EAM
Eschler Asset Management London, United Kingdom $100M AUM 83.94% 1-Year Est. Return

Baystate Wealth Management's HQH Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in abrdn Healthcare Investors (HQH) in Q4 2023: 1,228 shares worth $20.3K. The stake represents ﹤0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in HQH as recently as Q2 2020.

Baystate Wealth Management first reported a position in HQH in Q2 2020 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold HQH as of Q4 2023.

  • Baystate Wealth Management held 1,228 shares of abrdn Healthcare Investors worth $20.3K as of Q4 2023.
  • abrdn Healthcare Investors was a new Baystate Wealth Management position in Q4 2023.
  • abrdn Healthcare Investors made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #556 holding.
  • Baystate Wealth Management first reported a position in abrdn Healthcare Investors in Q2 2020 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.