NC
HQH

NewSquare Capital’s abrdn Healthcare Investors HQH Stock Holding History

NewSquare Capital’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
2023
Q1 		– Sell
-20
Closed -$360 – 919
2022
Q4 		$360 Buy
+20
New +$371 ﹤0.01% 681

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

NewSquare Capital's HQH Position: Q1 2023 in Review

NewSquare Capital sold out of abrdn Healthcare Investors (HQH) in Q1 2023, closing a stake of 20 shares — an estimated $360 sold.

NewSquare Capital first reported a position in HQH in Q4 2022 and held it in 1 quarter. The position peaked at $360 in Q4 2022. 118 funds tracked by Wall St. Rank hold HQH as of Q1 2023.

  • NewSquare Capital reported no remaining abrdn Healthcare Investors position as of Q1 2023 after selling out during the quarter.
  • NewSquare Capital sold 20 abrdn Healthcare Investors shares in Q1 2023, an estimated $360.
  • NewSquare Capital first reported a position in abrdn Healthcare Investors in Q4 2022 and held it in 1 quarter.
  • NewSquare Capital's abrdn Healthcare Investors position peaked at $360 in Q4 2022.
  • 118 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2023.

Based on NewSquare Capital's 13F filing for Q1 2023, filed 1 May 2023.