MSWM
HQH

Mowery & Schoenfeld Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History

Mowery & Schoenfeld 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
Q2 		– Sell
-1,629
Closed -$27.5K – 216
2024
Q1 		$27.5K Hold
1,629
– – 0.05% 101
2023
Q4 		$27K Buy
+1,629
New +$25K 0.05% 90

Other funds holding HQH

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's HQH Position: Q2 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of abrdn Healthcare Investors (HQH) in Q2 2024, closing a stake of 1,629 shares — an estimated $27.5K sold.

Mowery & Schoenfeld Wealth Management first reported a position in HQH in Q4 2023 and held it in 2 quarters. The position peaked at $27.5K in Q1 2024. 113 funds tracked by Wall St. Rank hold HQH as of Q2 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining abrdn Healthcare Investors position as of Q2 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1,629 abrdn Healthcare Investors shares in Q2 2024, an estimated $27.5K.
  • Mowery & Schoenfeld Wealth Management first reported a position in abrdn Healthcare Investors in Q4 2023 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's abrdn Healthcare Investors position peaked at $27.5K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.