PFG
HQH

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

Piershale 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
2023
Q2 		$15.7K Buy
922
+20
+2% +$347 0.01% 90
2023
Q1 		$15.9K Buy
902
+22
+3% +$400 0.01% 80
2022
Q4 		$15.8K Buy
+880
New +$16.3K 0.01% 79

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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Piershale Financial Group's HQH Position: Q2 2023 in Review

Piershale Financial Group increased its abrdn Healthcare Investors (HQH) stake by 2.2% in Q2 2023, buying an estimated $347 and bringing the position to 922 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #90.

Piershale Financial Group first reported a position in HQH in Q4 2022 and has held it in 3 quarters since. The position peaked at $15.9K in Q1 2023. 116 funds tracked by Wall St. Rank hold HQH as of Q2 2023.

  • Piershale Financial Group held 922 shares of abrdn Healthcare Investors worth $15.7K as of Q2 2023.
  • Piershale Financial Group bought 20 abrdn Healthcare Investors shares in Q2 2023, an estimated $347.
  • abrdn Healthcare Investors made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #90 holding.
  • Piershale Financial Group first reported a position in abrdn Healthcare Investors in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's abrdn Healthcare Investors position peaked at $15.9K in Q1 2023.
  • 116 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.