JP Morgan Private Wealth Advisors’s abrdn Life Sciences Investors HQL Stock Holding History

JP Morgan Private Wealth Advisors’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
2022 Q2	–	Sell	-11,873	Closed	-$196K	–	1962
2022 Q1	$196K	Buy	11,873 +280	+2%	+$4.82K	﹤0.01%	1916
2021 Q4	$223K	Buy	11,593 +467	+4%	+$9.4K	﹤0.01%	1868
2021 Q3	$231K	Buy	11,126 +213	+2%	+$4.56K	﹤0.01%	1792
2021 Q2	$234K	Hold	10,913	–	–	﹤0.01%	1781
2021 Q1	$215K	Buy	10,913 +228	+2%	+$4.7K	﹤0.01%	1656
2020 Q4	$211K	Buy	10,685 +449	+4%	+$8.3K	﹤0.01%	1631
2020 Q3	$180K	Buy	10,236 +187	+2%	+$3.35K	﹤0.01%	1531
2020 Q2	$180K	Hold	10,049	–	–	﹤0.01%	1470
2020 Q1	$151K	Buy	+10,049	New	+$165K	﹤0.01%	1333

Other funds holding HQL

NIM

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

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

WAM

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

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's HQL Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of abrdn Life Sciences Investors (HQL) in Q2 2022, closing a stake of 11,873 shares — an estimated $196K sold.

JP Morgan Private Wealth Advisors first reported a position in HQL in Q1 2020 and held it in 9 quarters. The position peaked at $234K in Q2 2021. 65 funds tracked by Wall St. Rank hold HQL as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining abrdn Life Sciences Investors position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 11,873 abrdn Life Sciences Investors shares in Q2 2022, an estimated $196K.
JP Morgan Private Wealth Advisors first reported a position in abrdn Life Sciences Investors in Q1 2020 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's abrdn Life Sciences Investors position peaked at $234K in Q2 2021.
65 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.