DOA
HQH

D'Orazio & Associates’s abrdn Healthcare Investors HQH Stock Holding History

D'Orazio & Associates’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
Q4 		– Sell
-1,547
Closed -$40K – 361
2021
Q3 		$40K Sell
1,547
-231
-13% -$6.08K 0.01% 238
2021
Q2 		$46K Buy
1,778
+751
+73% +$18.5K 0.01% 178
2021
Q1 		$25K Buy
+1,027
New +$25K 0.01% 215

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

D'Orazio & Associates's HQH Position: Q4 2021 in Review

D'Orazio & Associates sold out of abrdn Healthcare Investors (HQH) in Q4 2021, closing a stake of 1,547 shares — an estimated $40K sold.

D'Orazio & Associates first reported a position in HQH in Q1 2021 and held it in 3 quarters. The position peaked at $46K in Q2 2021. 105 funds tracked by Wall St. Rank hold HQH as of Q4 2021.

  • D'Orazio & Associates reported no remaining abrdn Healthcare Investors position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 1,547 abrdn Healthcare Investors shares in Q4 2021, an estimated $40K.
  • D'Orazio & Associates first reported a position in abrdn Healthcare Investors in Q1 2021 and held it in 3 quarters.
  • D'Orazio & Associates's abrdn Healthcare Investors position peaked at $46K in Q2 2021.
  • 105 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.