CWC
HQL

Carolinas Wealth Consulting’s abrdn Life Sciences Investors HQL Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-3,467
Closed -$44K – 413
2025
Q1 		$44K Hold
3,467
– – 0.01% 368
2024
Q4 		$45.5K Hold
3,467
– – 0.01% 377
2024
Q3 		$52.3K Hold
3,467
– – 0.01% 356
2024
Q2 		$49.1K Hold
3,467
– – 0.01% 370
2024
Q1 		$47.3K Hold
3,467
– – 0.01% 383
2023
Q4 		$46.7K Hold
3,467
– – 0.01% 345
2023
Q3 		$40.2K Hold
3,467
– – 0.01% 338
2023
Q2 		$46.9K Hold
3,467
– – 0.01% 355
2023
Q1 		$48.3K Hold
3,467
– – 0.01% 369
2022
Q4 		$49.3K Hold
3,467
– – 0.01% 361
2022
Q3 		$47K Hold
3,467
– – 0.01% 332
2022
Q2 		$49K Hold
3,467
– – 0.01% 332
2022
Q1 		$57K Hold
3,467
– – 0.01% 330
2021
Q4 		$67K Buy
3,467
+597
+21% +$12K 0.01% 321
2021
Q3 		$60K Buy
+2,870
New +$61.4K 0.01% 318

Other funds holding HQL

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Carolinas Wealth Consulting's HQL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of abrdn Life Sciences Investors (HQL) in Q2 2025, closing a stake of 3,467 shares — an estimated $44K sold.

Carolinas Wealth Consulting first reported a position in HQL in Q3 2021 and held it in 15 quarters. The position peaked at $67K in Q4 2021. 75 funds tracked by Wall St. Rank hold HQL as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining abrdn Life Sciences Investors position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3,467 abrdn Life Sciences Investors shares in Q2 2025, an estimated $44K.
  • Carolinas Wealth Consulting first reported a position in abrdn Life Sciences Investors in Q3 2021 and held it in 15 quarters.
  • Carolinas Wealth Consulting's abrdn Life Sciences Investors position peaked at $67K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.