MTWM
HQH

Masso Torrence Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History

Masso Torrence 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
2022
Q1 		– Sell
-636
Closed -$15K – 195
2021
Q4 		$15K Buy
+636
New +$15.8K 0.01% 238

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Masso Torrence Wealth Management's HQH Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of abrdn Healthcare Investors (HQH) in Q1 2022, closing a stake of 636 shares — an estimated $15K sold.

Masso Torrence Wealth Management first reported a position in HQH in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 101 funds tracked by Wall St. Rank hold HQH as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining abrdn Healthcare Investors position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 636 abrdn Healthcare Investors shares in Q1 2022, an estimated $15K.
  • Masso Torrence Wealth Management first reported a position in abrdn Healthcare Investors in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's abrdn Healthcare Investors position peaked at $15K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.