Householder Group Estate & Retirement Specialist’s abrdn Healthcare Investors HQH Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$0	Hold	13	–	–	﹤0.01%	815
2024 Q3	$0	Buy	+13	New	+$242	﹤0.01%	1231
2024 Q2	–	Sell	-13	Closed	-$219	–	1260
2024 Q1	$219	Hold	13	–	–	﹤0.01%	1212
2023 Q4	$0	Hold	13	–	–	﹤0.01%	1223
2023 Q3	$202	Buy	+13	New	+$217	﹤0.01%	1240
2023 Q1	$0	Buy	+13	New	+$236	﹤0.01%	1264
2022 Q4	–	Sell	-13	Closed	–	–	648
2022 Q3	$0	Buy	+13	New	+$249	﹤0.01%	1143

Other funds holding HQH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's HQH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its abrdn Healthcare Investors (HQH) position steady in Q4 2024 at 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Householder Group Estate & Retirement Specialist first reported a position in HQH in Q3 2022 and has held it in 7 quarters since. The position peaked at $219 in Q1 2024. 120 funds tracked by Wall St. Rank hold HQH as of Q4 2024.

Householder Group Estate & Retirement Specialist held 13 shares of abrdn Healthcare Investors worth $0 as of Q4 2024.
Householder Group Estate & Retirement Specialist left its abrdn Healthcare Investors share count unchanged in Q4 2024.
abrdn Healthcare Investors made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #815 holding.
Householder Group Estate & Retirement Specialist first reported a position in abrdn Healthcare Investors in Q3 2022 and has held it in 7 quarters since.
Householder Group Estate & Retirement Specialist's abrdn Healthcare Investors position peaked at $219 in Q1 2024.
120 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.