Onyx Bridge Wealth Group’s abrdn Healthcare Investors HQH Stock Holding History

Onyx Bridge Wealth 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
2022 Q1	–	Sell	-10,066	Closed	-$242K	–	166
2021 Q4	$242K	Buy	10,066 +15	+0.1%	+$374	0.08%	135
2021 Q3	$260K	Sell	10,051 -1,986	-16%	-$52.3K	0.1%	114
2021 Q2	$304K	Sell	12,037 -136	-1%	-$3.35K	0.13%	80
2021 Q1	$297K	Buy	12,173 +14	+0.1%	+$341	0.15%	69
2020 Q4	$290K	Buy	+12,159	New	+$264K	0.19%	50

Other funds holding HQH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Onyx Bridge Wealth Group's HQH Position: Q1 2022 in Review

Onyx Bridge Wealth Group sold out of abrdn Healthcare Investors (HQH) in Q1 2022, closing a stake of 10,066 shares — an estimated $242K sold.

Onyx Bridge Wealth Group first reported a position in HQH in Q4 2020 and held it in 5 quarters. The position peaked at $304K in Q2 2021. 101 funds tracked by Wall St. Rank hold HQH as of Q1 2022.

Onyx Bridge Wealth Group reported no remaining abrdn Healthcare Investors position as of Q1 2022 after selling out during the quarter.
Onyx Bridge Wealth Group sold 10,066 abrdn Healthcare Investors shares in Q1 2022, an estimated $242K.
Onyx Bridge Wealth Group first reported a position in abrdn Healthcare Investors in Q4 2020 and held it in 5 quarters.
Onyx Bridge Wealth Group's abrdn Healthcare Investors position peaked at $304K in Q2 2021.
101 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2022.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2022, filed 9 May 2022.