CWS
HQL

Cypress Wealth Services’s abrdn Life Sciences Investors HQL Stock Holding History

Cypress Wealth Services’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
2023
Q2 		– Sell
-10,674
Closed -$149K – 252
2023
Q1 		$149K Buy
+10,674
New +$153K 0.04% 238

Other funds holding HQL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cypress Wealth Services's HQL Position: Q2 2023 in Review

Cypress Wealth Services sold out of abrdn Life Sciences Investors (HQL) in Q2 2023, closing a stake of 10,674 shares — an estimated $149K sold.

Cypress Wealth Services first reported a position in HQL in Q1 2023 and held it in 1 quarter. The position peaked at $149K in Q1 2023. 78 funds tracked by Wall St. Rank hold HQL as of Q2 2023.

  • Cypress Wealth Services reported no remaining abrdn Life Sciences Investors position as of Q2 2023 after selling out during the quarter.
  • Cypress Wealth Services sold 10,674 abrdn Life Sciences Investors shares in Q2 2023, an estimated $149K.
  • Cypress Wealth Services first reported a position in abrdn Life Sciences Investors in Q1 2023 and held it in 1 quarter.
  • Cypress Wealth Services's abrdn Life Sciences Investors position peaked at $149K in Q1 2023.
  • 78 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q2 2023.

Based on Cypress Wealth Services's 13F filing for Q2 2023, filed 21 Jul 2023.