MWM
HQH

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

Mascoma 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
2024
Q4 		– Sell
-46
Closed -$857 – 522
2024
Q3 		$857 Buy
+46
New +$857 ﹤0.01% 438

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Mascoma Wealth Management's HQH Position: Q4 2024 in Review

Mascoma Wealth Management sold out of abrdn Healthcare Investors (HQH) in Q4 2024, closing a stake of 46 shares — an estimated $857 sold.

Mascoma Wealth Management first reported a position in HQH in Q3 2024 and held it in 1 quarter. The position peaked at $857 in Q3 2024. 120 funds tracked by Wall St. Rank hold HQH as of Q4 2024.

  • Mascoma Wealth Management reported no remaining abrdn Healthcare Investors position as of Q4 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 46 abrdn Healthcare Investors shares in Q4 2024, an estimated $857.
  • Mascoma Wealth Management first reported a position in abrdn Healthcare Investors in Q3 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's abrdn Healthcare Investors position peaked at $857 in Q3 2024.
  • 120 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2024.

Based on Mascoma Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.