Plante Moran Financial Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Plante Moran Financial Advisors’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	-1,118	Closed	-$27K	–	887
2021 Q4	$27K	Buy	+1,118	New	+$27.9K	﹤0.01%	488
2018 Q4	–	Sell	-73	Closed	-$2K	–	924
2018 Q3	$2K	Hold	73	–	–	﹤0.01%	695
2018 Q2	$2K	Buy	+73	New	+$1.55K	﹤0.01%	724

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

Plante Moran Financial Advisors's HQH Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of abrdn Healthcare Investors (HQH) in Q1 2022, closing a stake of 1,118 shares — an estimated $27K sold.

Plante Moran Financial Advisors first reported a position in HQH in Q2 2018 and held it in 3 quarters. The position peaked at $27K in Q4 2021. 101 funds tracked by Wall St. Rank hold HQH as of Q1 2022.

Plante Moran Financial Advisors reported no remaining abrdn Healthcare Investors position as of Q1 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,118 abrdn Healthcare Investors shares in Q1 2022, an estimated $27K.
Plante Moran Financial Advisors first reported a position in abrdn Healthcare Investors in Q2 2018 and held it in 3 quarters.
Plante Moran Financial Advisors's abrdn Healthcare Investors position peaked at $27K in Q4 2021.
101 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.