Laidlaw Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History

Laidlaw 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
2021 Q4	–	Sell	-63,331	Closed	-$1.62M	–	402
2021 Q3	$1.62M	Sell	63,331 -7,385	-10%	-$194K	0.42%	74
2021 Q2	$1.82M	Sell	70,716 -5,084	-7%	-$125K	0.47%	57
2021 Q1	$1.85M	Buy	75,800 +140	+0.2%	+$3.41K	0.63%	44
2020 Q4	$1.8M	Buy	75,660 +4,103	+6%	+$89.1K	0.38%	70
2020 Q3	$1.48M	Sell	71,557 -3,642	-5%	-$77K	0.66%	48
2020 Q2	$1.6M	Buy	75,199 +42,148	+128%	+$859K	0.84%	35
2020 Q1	$589K	Buy	33,051 +17,123	+108%	+$338K	0.39%	76
2019 Q4	$333K	Buy	+15,928	New	+$315K	0.21%	119

Other funds holding HQH

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

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

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

NIM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Laidlaw Wealth Management's HQH Position: Q4 2021 in Review

Laidlaw Wealth Management sold out of abrdn Healthcare Investors (HQH) in Q4 2021, closing a stake of 63,331 shares — an estimated $1.62M sold.

Laidlaw Wealth Management first reported a position in HQH in Q4 2019 and held it in 8 quarters. The position peaked at $1.85M in Q1 2021. 105 funds tracked by Wall St. Rank hold HQH as of Q4 2021.

Laidlaw Wealth Management reported no remaining abrdn Healthcare Investors position as of Q4 2021 after selling out during the quarter.
Laidlaw Wealth Management sold 63,331 abrdn Healthcare Investors shares in Q4 2021, an estimated $1.62M.
Laidlaw Wealth Management first reported a position in abrdn Healthcare Investors in Q4 2019 and held it in 8 quarters.
Laidlaw Wealth Management's abrdn Healthcare Investors position peaked at $1.85M in Q1 2021.
105 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2021.

Based on Laidlaw Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.