CA
HQH

Claro Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Claro Advisors’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
2024
Q4 		– Sell
-24,370
Closed -$454K – 516
2024
Q3 		$454K Sell
24,370
-327
-1% -$6.09K 0.06% 282
2024
Q2 		$431K Buy
24,697
+113
+0.5% +$1.89K 0.07% 253
2024
Q1 		$414K Sell
24,584
-830
-3% -$14.1K 0.07% 264
2023
Q4 		$421K Buy
25,414
+3,745
+17% +$57.6K 0.09% 242
2023
Q3 		$337K Sell
21,669
-931
-4% -$15.5K 0.08% 252
2023
Q2 		$385K Buy
22,600
+632
+3% +$11K 0.1% 231
2023
Q1 		$388K Buy
+21,968
New +$400K 0.11% 214

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Claro Advisors's HQH Position: Q4 2024 in Review

Claro Advisors sold out of abrdn Healthcare Investors (HQH) in Q4 2024, closing a stake of 24,370 shares — an estimated $454K sold.

Claro Advisors first reported a position in HQH in Q1 2023 and held it in 7 quarters. The position peaked at $454K in Q3 2024. 120 funds tracked by Wall St. Rank hold HQH as of Q4 2024.

  • Claro Advisors reported no remaining abrdn Healthcare Investors position as of Q4 2024 after selling out during the quarter.
  • Claro Advisors sold 24,370 abrdn Healthcare Investors shares in Q4 2024, an estimated $454K.
  • Claro Advisors first reported a position in abrdn Healthcare Investors in Q1 2023 and held it in 7 quarters.
  • Claro Advisors's abrdn Healthcare Investors position peaked at $454K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2024.

Based on Claro Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.