HGWM
HQH

Horst & Graben Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History

Horst & Graben Wealth Management’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
Q2 		– Sell
-11,632
Closed -$196K – 154
2024
Q1 		$196K Buy
11,632
+270
+2% +$4.6K 0.04% 142
2023
Q4 		$188K Hold
11,362
– – 0.04% 134
2023
Q3 		$177K Hold
11,362
– – 0.04% 132
2023
Q2 		$194K Buy
11,362
+255
+2% +$4.42K 0.05% 128
2023
Q1 		$196K Buy
+11,107
New +$202K 0.05% 128
2022
Q4 		– Sell
-10,618
Closed -$183K – 130
2022
Q3 		$183K Buy
10,618
+235
+2% +$4.49K 0.05% 121
2022
Q2 		$194K Buy
10,383
+245
+2% +$4.84K 0.05% 129
2022
Q1 		$211K Buy
10,138
+235
+2% +$4.99K 0.05% 128
2021
Q4 		$235K Buy
9,903
+205
+2% +$5.11K 0.06% 123
2021
Q3 		$248K Buy
9,698
+103
+1% +$2.71K 0.07% 114
2021
Q2 		$247K Buy
9,595
+101
+1% +$2.49K 0.07% 115
2021
Q1 		$232K Buy
9,494
+117
+1% +$2.85K 0.07% 117
2020
Q4 		$223K Buy
+9,377
New +$204K 0.08% 103

Other funds holding HQH

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

Horst & Graben Wealth Management's HQH Position: Q2 2024 in Review

Horst & Graben Wealth Management sold out of abrdn Healthcare Investors (HQH) in Q2 2024, closing a stake of 11,632 shares — an estimated $196K sold.

Horst & Graben Wealth Management first reported a position in HQH in Q4 2020 and held it in 13 quarters. The position peaked at $248K in Q3 2021. 113 funds tracked by Wall St. Rank hold HQH as of Q2 2024.

  • Horst & Graben Wealth Management reported no remaining abrdn Healthcare Investors position as of Q2 2024 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 11,632 abrdn Healthcare Investors shares in Q2 2024, an estimated $196K.
  • Horst & Graben Wealth Management first reported a position in abrdn Healthcare Investors in Q4 2020 and held it in 13 quarters.
  • Horst & Graben Wealth Management's abrdn Healthcare Investors position peaked at $248K in Q3 2021.
  • 113 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2024.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.