BAM
HQL

Belpointe Asset Management’s abrdn Life Sciences Investors HQL Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-1,294
Closed -$18K – 1783
2023
Q1 		$18K Hold
1,294
– – ﹤0.01% 2354
2022
Q4 		$18.4K Buy
+1,294
New +$18.7K ﹤0.01% 2246

Other funds holding HQL

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
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
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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Belpointe Asset Management sold out of abrdn Life Sciences Investors (HQL) in Q2 2023, closing a stake of 1,294 shares — an estimated $18K sold.

Belpointe Asset Management first reported a position in HQL in Q4 2022 and held it in 2 quarters. The position peaked at $18.4K in Q4 2022. 78 funds tracked by Wall St. Rank hold HQL as of Q2 2023.

  • Belpointe Asset Management reported no remaining abrdn Life Sciences Investors position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,294 abrdn Life Sciences Investors shares in Q2 2023, an estimated $18K.
  • Belpointe Asset Management first reported a position in abrdn Life Sciences Investors in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's abrdn Life Sciences Investors position peaked at $18.4K in Q4 2022.
  • 78 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q2 2023.

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