LWAC
HQH

Laurel Wealth Advisors (California)’s abrdn Healthcare Investors HQH Stock Holding History

Laurel Wealth Advisors (California)’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 		$268K Buy
14,899
+685
+5% +$12.7K 0.03% 538
2022
Q3 		$246K Sell
14,214
-701
-5% -$13.4K 0.03% 550
2022
Q2 		$279K Buy
14,915
+1,781
+14% +$35.2K 0.03% 519
2022
Q1 		$273K Buy
13,134
+433
+3% +$9.2K 0.02% 618
2021
Q4 		$302K Buy
12,701
+131
+1% +$3.26K 0.02% 620
2021
Q3 		$321K Buy
12,570
+107
+0.9% +$2.82K 0.06% 320
2021
Q2 		$321K Buy
12,463
+574
+5% +$14.2K 0.04% 385
2021
Q1 		$290K Buy
11,889
+2,308
+24% +$56.3K 0.04% 365
2020
Q4 		$228K Buy
+9,581
New +$208K 0.03% 398
2018
Q4 		– Sell
-9,053
Closed -$209K – 383
2018
Q3 		$209K Buy
+9,053
New +$205K 0.05% 362
2017
Q4 		– Sell
-8,316
Closed -$209K – 356
2017
Q3 		$209K Sell
8,316
-1,265
-13% -$31.8K 0.07% 285
2017
Q2 		$240K Buy
9,581
+54
+0.6% +$1.34K 0.09% 253
2017
Q1 		$229K Buy
+9,527
New +$224K 0.09% 230
2016
Q4 		– Sell
-8,559
Closed -$204K – 287
2016
Q3 		$204K Buy
+8,559
New +$215K 0.1% 240
2016
Q1 		– Sell
-7,769
Closed -$230K – 339
2015
Q4 		$230K Buy
+7,769
New +$240K 0.12% 207

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

Laurel Wealth Advisors (California)'s HQH Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its abrdn Healthcare Investors (HQH) stake by 4.8% in Q4 2022, buying an estimated $12.7K and bringing the position to 14,899 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #538.

Laurel Wealth Advisors (California) first reported a position in HQH in Q4 2015 and has held it in 15 quarters since. The position peaked at $321K in Q3 2021. 114 funds tracked by Wall St. Rank hold HQH as of Q4 2022.

  • Laurel Wealth Advisors (California) held 14,899 shares of abrdn Healthcare Investors worth $268K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 685 abrdn Healthcare Investors shares in Q4 2022, an estimated $12.7K.
  • abrdn Healthcare Investors made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #538 holding.
  • Laurel Wealth Advisors (California) first reported a position in abrdn Healthcare Investors in Q4 2015 and has held it in 15 quarters since.
  • Laurel Wealth Advisors (California)'s abrdn Healthcare Investors position peaked at $321K in Q3 2021.
  • 114 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.