BWM
HQH

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

BlackDiamond 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 		– Sell
-11,869
Closed -$247K – 118
2022
Q1 		$247K Buy
11,869
+15
+0.1% +$319 0.29% 94
2021
Q4 		$282K Buy
+11,854
New +$295K 0.32% 92

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
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BlackDiamond Wealth Management's HQH Position: Q2 2022 in Review

BlackDiamond Wealth Management sold out of abrdn Healthcare Investors (HQH) in Q2 2022, closing a stake of 11,869 shares — an estimated $247K sold.

BlackDiamond Wealth Management first reported a position in HQH in Q4 2021 and held it in 2 quarters. The position peaked at $282K in Q4 2021. 103 funds tracked by Wall St. Rank hold HQH as of Q2 2022.

  • BlackDiamond Wealth Management reported no remaining abrdn Healthcare Investors position as of Q2 2022 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 11,869 abrdn Healthcare Investors shares in Q2 2022, an estimated $247K.
  • BlackDiamond Wealth Management first reported a position in abrdn Healthcare Investors in Q4 2021 and held it in 2 quarters.
  • BlackDiamond Wealth Management's abrdn Healthcare Investors position peaked at $282K in Q4 2021.
  • 103 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.