IHT Wealth Management’s abrdn Life Sciences Investors HQL Stock Holding History

IHT Wealth Management’s Portfolio HQL Stock Details HQL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,466	Closed	-$142K	–	988
2023 Q2	$142K	Buy	10,466 +235	+2%	+$3.24K	0.01%	910
2023 Q1	$143K	Hold	10,231	–	–	0.01%	887
2022 Q4	$145K	Sell	10,231 -24	-0.2%	-$348	0.01%	846
2022 Q3	$140K	Hold	10,255	–	–	0.01%	804
2022 Q2	$146K	Hold	10,255	–	–	0.01%	685
2022 Q1	$170K	Buy	+10,255	New	+$177K	0.01%	722
2017 Q4	–	Sell	-798	Closed	-$16K	–	1727
2017 Q3	$18K	Buy	798 +15	+2%	+$319	0.01%	805
2017 Q2	$5	Buy	+783	New	+$15.8K	﹤0.01%	1098

Other funds holding HQL

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

NIM

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

IHT Wealth Management's HQL Position: Q3 2023 in Review

IHT Wealth Management sold out of abrdn Life Sciences Investors (HQL) in Q3 2023, closing a stake of 10,466 shares — an estimated $142K sold.

IHT Wealth Management first reported a position in HQL in Q2 2017 and held it in 8 quarters. The position peaked at $170K in Q1 2022. 80 funds tracked by Wall St. Rank hold HQL as of Q3 2023.

IHT Wealth Management reported no remaining abrdn Life Sciences Investors position as of Q3 2023 after selling out during the quarter.
IHT Wealth Management sold 10,466 abrdn Life Sciences Investors shares in Q3 2023, an estimated $142K.
IHT Wealth Management first reported a position in abrdn Life Sciences Investors in Q2 2017 and held it in 8 quarters.
IHT Wealth Management's abrdn Life Sciences Investors position peaked at $170K in Q1 2022.
80 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.