CAWM
HQH

Capital A Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History

Capital A 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
2025
Q1 		– Sell
-433
Closed -$6.95K – 805
2024
Q4 		$6.95K Buy
+433
New +$7.68K 0.01% 344

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital A Wealth Management's HQH Position: Q1 2025 in Review

Capital A Wealth Management sold out of abrdn Healthcare Investors (HQH) in Q1 2025, closing a stake of 433 shares — an estimated $6.95K sold.

Capital A Wealth Management first reported a position in HQH in Q4 2024 and held it in 1 quarter. The position peaked at $6.95K in Q4 2024. 105 funds tracked by Wall St. Rank hold HQH as of Q1 2025.

  • Capital A Wealth Management reported no remaining abrdn Healthcare Investors position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 433 abrdn Healthcare Investors shares in Q1 2025, an estimated $6.95K.
  • Capital A Wealth Management first reported a position in abrdn Healthcare Investors in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's abrdn Healthcare Investors position peaked at $6.95K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.