CSPIA
HQH

Cary Street Partners Investment Advisory’s abrdn Healthcare Investors HQH Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-934
Closed -$14.5K – 1136
2023
Q3 		$14.5K Hold
934
– – ﹤0.01% 1198
2023
Q2 		$15.9K Hold
934
– – ﹤0.01% 1115
2023
Q1 		$16.5K Hold
934
– – ﹤0.01% 1025
2022
Q4 		$16.8K Buy
+934
New +$17.3K ﹤0.01% 1022

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 12.96% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
EAM
Eschler Asset Management London, United Kingdom $100M AUM 83.94% 1-Year Est. Return

Cary Street Partners Investment Advisory's HQH Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of abrdn Healthcare Investors (HQH) in Q4 2023, closing a stake of 934 shares — an estimated $14.5K sold.

Cary Street Partners Investment Advisory first reported a position in HQH in Q4 2022 and held it in 4 quarters. The position peaked at $16.8K in Q4 2022. 124 funds tracked by Wall St. Rank hold HQH as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining abrdn Healthcare Investors position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 934 abrdn Healthcare Investors shares in Q4 2023, an estimated $14.5K.
  • Cary Street Partners Investment Advisory first reported a position in abrdn Healthcare Investors in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's abrdn Healthcare Investors position peaked at $16.8K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.