FAG
HQH

Fortitude Advisory Group’s abrdn Healthcare Investors HQH Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-1,208
Closed -$25K – 662
2022
Q1 		$25K Sell
1,208
-45
-4% -$956 0.01% 756
2021
Q4 		$30K Buy
+1,253
New +$31.2K 0.02% 708

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Fortitude Advisory Group's HQH Position: Q2 2022 in Review

Fortitude Advisory Group sold out of abrdn Healthcare Investors (HQH) in Q2 2022, closing a stake of 1,208 shares — an estimated $25K sold.

Fortitude Advisory Group first reported a position in HQH in Q4 2021 and held it in 2 quarters. The position peaked at $30K in Q4 2021. 103 funds tracked by Wall St. Rank hold HQH as of Q2 2022.

  • Fortitude Advisory Group reported no remaining abrdn Healthcare Investors position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,208 abrdn Healthcare Investors shares in Q2 2022, an estimated $25K.
  • Fortitude Advisory Group first reported a position in abrdn Healthcare Investors in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's abrdn Healthcare Investors position peaked at $30K in Q4 2021.
  • 103 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.