NFG
HQH

Next Financial Group’s abrdn Healthcare Investors HQH Stock Holding History

Next Financial Group’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
2021
Q4 		$713K Buy
29,988
+2,679
+10% +$66.7K 0.05% 411
2021
Q3 		$698K Buy
27,309
+1,415
+5% +$37.2K 0.05% 360
2021
Q2 		$666K Buy
25,894
+1,301
+5% +$32.1K 0.05% 367
2021
Q1 		$600K Sell
24,593
-1,875
-7% -$45.7K 0.05% 364
2020
Q4 		$631K Buy
26,468
+837
+3% +$18.2K 0.06% 307
2020
Q3 		$529K Sell
25,631
-222
-0.9% -$4.69K 0.06% 319
2020
Q2 		$551K Sell
25,853
-6,055
-19% -$123K 0.06% 277
2020
Q1 		$568K Buy
31,908
+675
+2% +$13.3K 0.07% 246
2019
Q4 		$652K Buy
31,233
+12,743
+69% +$252K 0.07% 309
2019
Q3 		$339K Buy
18,490
+200
+1% +$3.85K 0.04% 457
2019
Q2 		$367K Buy
+18,290
New +$361K 0.04% 434
2019
Q1 		– Sell
-1,879
Closed -$34K – 1838
2018
Q4 		$34K Buy
+1,879
New +$38.5K 0.01% 921
2017
Q3 		– Sell
-253
Closed -$6K – 1840
2017
Q2 		$6K Buy
253
+4
+2% +$99 ﹤0.01% 1491
2017
Q1 		$6K Sell
249
-141
-36% -$3.31K ﹤0.01% 1451
2016
Q4 		$8K Sell
390
-509
-57% -$11.3K ﹤0.01% 1738
2016
Q3 		$21K Sell
899
-2,919
-76% -$73.4K ﹤0.01% 1333
2016
Q2 		$89K Buy
3,818
+3,816
+190,800% +$94.6K 0.03% 484
2016
Q1 		$0 Hold
2
– – ﹤0.01% 1784
2015
Q4 		$0 Hold
2
– – ﹤0.01% 1846
2015
Q3 		$0 Hold
2
– – ﹤0.01% 1875
2015
Q2 		$0 Hold
2
– – ﹤0.01% 1884
2015
Q1 		$0 Hold
2
– – ﹤0.01% 1889
2014
Q4 		$0 Sell
2
-9
-82% -$270 ﹤0.01% 2092
2014
Q3 		$0 Buy
11
+9
+450% +$244 ﹤0.01% 2532
2014
Q2 		$0 Buy
+2
New +$52 ﹤0.01% 1219

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
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
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
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

Next Financial Group's HQH Position: Q4 2021 in Review

Next Financial Group increased its abrdn Healthcare Investors (HQH) stake by 9.8% in Q4 2021, buying an estimated $66.7K and bringing the position to 29,988 shares worth $713K. The position accounts for 0.05% of the portfolio, ranked #411.

Next Financial Group first reported a position in HQH in Q2 2014 and has held it in 25 quarters since. 105 funds tracked by Wall St. Rank hold HQH as of Q4 2021.

  • Next Financial Group held 29,988 shares of abrdn Healthcare Investors worth $713K as of Q4 2021.
  • Next Financial Group bought 2,679 abrdn Healthcare Investors shares in Q4 2021, an estimated $66.7K.
  • abrdn Healthcare Investors made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #411 holding.
  • Next Financial Group first reported a position in abrdn Healthcare Investors in Q2 2014 and has held it in 25 quarters since.
  • 105 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.