HR
HQH

Howe & Rusling’s abrdn Healthcare Investors HQH Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-312
Closed -$5K – 641
2022
Q3 		$5K Buy
+312
New +$5.96K ﹤0.01% 663

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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
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

Howe & Rusling's HQH Position: Q4 2022 in Review

Howe & Rusling sold out of abrdn Healthcare Investors (HQH) in Q4 2022, closing a stake of 312 shares — an estimated $5K sold.

Howe & Rusling first reported a position in HQH in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 114 funds tracked by Wall St. Rank hold HQH as of Q4 2022.

  • Howe & Rusling reported no remaining abrdn Healthcare Investors position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 312 abrdn Healthcare Investors shares in Q4 2022, an estimated $5K.
  • Howe & Rusling first reported a position in abrdn Healthcare Investors in Q3 2022 and held it in 1 quarter.
  • Howe & Rusling's abrdn Healthcare Investors position peaked at $5K in Q3 2022.
  • 114 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.