MFT
HQH

Moisand Fitzgerald Tamayo’s abrdn Healthcare Investors HQH Stock Holding History

Moisand Fitzgerald Tamayo’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
Q3 		– Sell
-73
Closed -$1K – 771
2022
Q2 		$1K Sell
73
-72
-50% -$1.42K ﹤0.01% 512
2022
Q1 		$3K Buy
+145
New +$3.08K ﹤0.01% 328

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Moisand Fitzgerald Tamayo's HQH Position: Q3 2022 in Review

Moisand Fitzgerald Tamayo sold out of abrdn Healthcare Investors (HQH) in Q3 2022, closing a stake of 73 shares — an estimated $1K sold.

Moisand Fitzgerald Tamayo first reported a position in HQH in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 105 funds tracked by Wall St. Rank hold HQH as of Q3 2022.

  • Moisand Fitzgerald Tamayo reported no remaining abrdn Healthcare Investors position as of Q3 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 73 abrdn Healthcare Investors shares in Q3 2022, an estimated $1K.
  • Moisand Fitzgerald Tamayo first reported a position in abrdn Healthcare Investors in Q1 2022 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's abrdn Healthcare Investors position peaked at $3K in Q1 2022.
  • 105 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2022, filed 26 Oct 2022.