CBT
HQH

CoreFirst Bank & Trust’s abrdn Healthcare Investors HQH Stock Holding History

CoreFirst Bank & Trust’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
2022
Q1 		– Sell
-1,926
Closed -$46K – 401
2021
Q4 		$46K Hold
1,926
– – 0.03% 263
2021
Q3 		$49K Hold
1,926
– – 0.03% 258
2021
Q2 		$50K Hold
1,926
– – 0.03% 260
2021
Q1 		$47K Sell
1,926
-1
-0.1% -$24 0.03% 257
2020
Q4 		$46K Buy
+1,927
New +$41.9K 0.03% 236

Other funds holding HQH

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CoreFirst Bank & Trust's HQH Position: Q1 2022 in Review

CoreFirst Bank & Trust sold out of abrdn Healthcare Investors (HQH) in Q1 2022, closing a stake of 1,926 shares — an estimated $46K sold.

CoreFirst Bank & Trust first reported a position in HQH in Q4 2020 and held it in 5 quarters. The position peaked at $50K in Q2 2021. 101 funds tracked by Wall St. Rank hold HQH as of Q1 2022.

  • CoreFirst Bank & Trust reported no remaining abrdn Healthcare Investors position as of Q1 2022 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 1,926 abrdn Healthcare Investors shares in Q1 2022, an estimated $46K.
  • CoreFirst Bank & Trust first reported a position in abrdn Healthcare Investors in Q4 2020 and held it in 5 quarters.
  • CoreFirst Bank & Trust's abrdn Healthcare Investors position peaked at $50K in Q2 2021.
  • 101 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2022.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2022, filed 16 May 2022.