BWS
HQL

Buck Wealth Strategies’s abrdn Life Sciences Investors HQL Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-493
Closed -$6.15K – 177
2023
Q3 		$6.15K Buy
493
+12
+2% +$158 ﹤0.01% 226
2023
Q2 		$6.51K Buy
481
+11
+2% +$152 ﹤0.01% 170
2023
Q1 		$6.55K Buy
+470
New +$6.72K ﹤0.01% 121

Other funds holding HQL

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Buck Wealth Strategies's HQL Position: Q4 2023 in Review

Buck Wealth Strategies sold out of abrdn Life Sciences Investors (HQL) in Q4 2023, closing a stake of 493 shares — an estimated $6.15K sold.

Buck Wealth Strategies first reported a position in HQL in Q1 2023 and held it in 3 quarters. The position peaked at $6.55K in Q1 2023. 79 funds tracked by Wall St. Rank hold HQL as of Q4 2023.

  • Buck Wealth Strategies reported no remaining abrdn Life Sciences Investors position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 493 abrdn Life Sciences Investors shares in Q4 2023, an estimated $6.15K.
  • Buck Wealth Strategies first reported a position in abrdn Life Sciences Investors in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's abrdn Life Sciences Investors position peaked at $6.55K in Q1 2023.
  • 79 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.