Capital A Wealth Management’s abrdn Life Sciences Investors HQL Stock Holding History

Capital A Wealth 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
2025 Q1	–	Sell	-455	Closed	-$5.97K	–	806
2024 Q4	$5.97K	Buy	+455	New	+$6.56K	0.01%	356

Other funds holding HQL

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

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

Capital A Wealth Management sold out of abrdn Life Sciences Investors (HQL) in Q1 2025, closing a stake of 455 shares — an estimated $5.97K sold.

Capital A Wealth Management first reported a position in HQL in Q4 2024 and held it in 1 quarter. The position peaked at $5.97K in Q4 2024. 82 funds tracked by Wall St. Rank hold HQL as of Q1 2025.

Capital A Wealth Management reported no remaining abrdn Life Sciences Investors position as of Q1 2025 after selling out during the quarter.
Capital A Wealth Management sold 455 abrdn Life Sciences Investors shares in Q1 2025, an estimated $5.97K.
Capital A Wealth Management first reported a position in abrdn Life Sciences Investors in Q4 2024 and held it in 1 quarter.
Capital A Wealth Management's abrdn Life Sciences Investors position peaked at $5.97K in Q4 2024.
82 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q1 2025.

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