FIA
HQH

Foundations Investment Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Foundations Investment Advisors’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
2024
Q1 		– Sell
-17,470
Closed -$303K – 723
2023
Q4 		$303K Buy
17,470
+2,928
+20% +$45K 0.01% 547
2023
Q3 		$226K Sell
14,542
-9,974
-41% -$166K 0.01% 581
2023
Q2 		$418K Hold
24,516
– – 0.01% 397
2023
Q1 		$433K Sell
24,516
-28
-0.1% -$509 0.02% 342
2022
Q4 		$442K Hold
24,544
– – 0.02% 298
2022
Q3 		$424K Hold
24,544
– – 0.02% 276
2022
Q2 		$473K Buy
+24,544
New +$485K 0.02% 239

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EAM
Eschler Asset Management London, United Kingdom $100M AUM 83.94% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Foundations Investment Advisors's HQH Position: Q1 2024 in Review

Foundations Investment Advisors sold out of abrdn Healthcare Investors (HQH) in Q1 2024, closing a stake of 17,470 shares — an estimated $303K sold.

Foundations Investment Advisors first reported a position in HQH in Q2 2022 and held it in 7 quarters. The position peaked at $473K in Q2 2022. 122 funds tracked by Wall St. Rank hold HQH as of Q1 2024.

  • Foundations Investment Advisors reported no remaining abrdn Healthcare Investors position as of Q1 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 17,470 abrdn Healthcare Investors shares in Q1 2024, an estimated $303K.
  • Foundations Investment Advisors first reported a position in abrdn Healthcare Investors in Q2 2022 and held it in 7 quarters.
  • Foundations Investment Advisors's abrdn Healthcare Investors position peaked at $473K in Q2 2022.
  • 122 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2024.

Based on Foundations Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.