BAM
HQH

Belpointe Asset Management’s abrdn Healthcare Investors HQH Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-6,344
Closed -$112K – 1782
2023
Q1 		$112K Buy
+6,344
New +$115K 0.01% 1243

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Belpointe Asset Management's HQH Position: Q2 2023 in Review

Belpointe Asset Management sold out of abrdn Healthcare Investors (HQH) in Q2 2023, closing a stake of 6,344 shares — an estimated $112K sold.

Belpointe Asset Management first reported a position in HQH in Q1 2023 and held it in 1 quarter. The position peaked at $112K in Q1 2023. 116 funds tracked by Wall St. Rank hold HQH as of Q2 2023.

  • Belpointe Asset Management reported no remaining abrdn Healthcare Investors position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 6,344 abrdn Healthcare Investors shares in Q2 2023, an estimated $112K.
  • Belpointe Asset Management first reported a position in abrdn Healthcare Investors in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's abrdn Healthcare Investors position peaked at $112K in Q1 2023.
  • 116 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.