Creative Financial Designs’s abrdn Healthcare Investors HQH Stock Holding History

Creative Financial Designs’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
2021 Q3	–	Sell	-1,842	Closed	-$48.5K	–	1420
2021 Q2	$47K	Buy	+1,842	New	+$45.4K	0.01%	617
2020 Q1	–	Sell	-1,434	Closed	-$30K	–	524
2019 Q4	$30K	Buy	1,434 +27	+2%	+$535	0.01%	293
2019 Q3	$25K	Buy	1,407 +33	+2%	+$636	0.01%	311
2019 Q2	$27K	Buy	1,374 +57	+4%	+$1.13K	0.01%	287
2019 Q1	$27K	Buy	1,317 +37	+3%	+$757	0.02%	277
2018 Q4	$23K	Buy	1,280 +26	+2%	+$532	0.02%	260
2018 Q3	$29K	Buy	1,254 +27	+2%	+$611	0.02%	287
2018 Q2	$26K	Buy	1,227 +27	+2%	+$575	0.02%	316
2018 Q1	$26K	Buy	1,200 +27	+2%	+$621	0.02%	296
2017 Q4	$26K	Buy	1,173 +23	+2%	+$538	0.02%	279
2017 Q3	$29K	Buy	+1,150	New	+$28.9K	0.02%	286

Other funds holding HQH

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Creative Financial Designs's HQH Position: Q3 2021 in Review

Creative Financial Designs sold out of abrdn Healthcare Investors (HQH) in Q3 2021, closing a stake of 1,842 shares — an estimated $48.5K sold.

Creative Financial Designs first reported a position in HQH in Q3 2017 and held it in 11 quarters. The position peaked at $47K in Q2 2021. 103 funds tracked by Wall St. Rank hold HQH as of Q3 2021.

Creative Financial Designs reported no remaining abrdn Healthcare Investors position as of Q3 2021 after selling out during the quarter.
Creative Financial Designs sold 1,842 abrdn Healthcare Investors shares in Q3 2021, an estimated $48.5K.
Creative Financial Designs first reported a position in abrdn Healthcare Investors in Q3 2017 and held it in 11 quarters.
Creative Financial Designs's abrdn Healthcare Investors position peaked at $47K in Q2 2021.
103 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2021.

Based on Creative Financial Designs's 13F filing for Q3 2021, filed 8 Oct 2021.