Plante Moran Financial Advisors’s abrdn Life Sciences Investors HQL Stock Holding History

Plante Moran Financial Advisors’s Portfolio HQL Stock Details HQL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,181	Closed	-$43.9K	–	1046
2021 Q3	$45K	Hold	2,181	–	–	0.01%	403
2021 Q2	$47K	Hold	2,181	–	–	0.01%	385
2021 Q1	$43K	Buy	+2,181	New	+$44.9K	0.01%	392
2020 Q1	–	Sell	-50	Closed	-$1K	–	778
2019 Q4	$1K	Sell	50 -750	-94%	-$12.3K	﹤0.01%	720
2019 Q3	$12K	Hold	800	–	–	﹤0.01%	561
2019 Q2	$13K	Hold	800	–	–	﹤0.01%	532
2019 Q1	$14K	Hold	800	–	–	﹤0.01%	517
2018 Q4	$12K	Buy	+800	New	+$14.1K	﹤0.01%	480
2018 Q2	–	Sell	-1,670	Closed	-$32K	–	891
2018 Q1	$32K	Hold	1,670	–	–	0.02%	427
2017 Q4	$33K	Hold	1,670	–	–	0.02%	421
2017 Q3	$36K	Buy	+1,670	New	+$35.5K	0.02%	373

Other funds holding HQL

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Plante Moran Financial Advisors's HQL Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of abrdn Life Sciences Investors (HQL) in Q4 2021, closing a stake of 2,181 shares — an estimated $43.9K sold.

Plante Moran Financial Advisors first reported a position in HQL in Q3 2017 and held it in 11 quarters. The position peaked at $47K in Q2 2021. 67 funds tracked by Wall St. Rank hold HQL as of Q4 2021.

Plante Moran Financial Advisors reported no remaining abrdn Life Sciences Investors position as of Q4 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 2,181 abrdn Life Sciences Investors shares in Q4 2021, an estimated $43.9K.
Plante Moran Financial Advisors first reported a position in abrdn Life Sciences Investors in Q3 2017 and held it in 11 quarters.
Plante Moran Financial Advisors's abrdn Life Sciences Investors position peaked at $47K in Q2 2021.
67 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.