PIA
HQL

Powell Investment Advisors’s abrdn Life Sciences Investors HQL Stock Holding History

Powell Investment 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
2023
Q4 		– Sell
-12,731
Closed -$159K – 151
2023
Q3 		$159K Hold
12,731
– – 0.1% 112
2023
Q2 		$172K Hold
12,731
– – 0.1% 105
2023
Q1 		$177K Hold
12,731
– – 0.1% 103
2022
Q4 		$181K Hold
12,731
– – 0.11% 103
2022
Q3 		$174K Hold
12,731
– – 0.11% 103
2022
Q2 		$181K Hold
12,731
– – 0.11% 106
2022
Q1 		$211K Hold
12,731
– – 0.12% 98
2021
Q4 		$245K Hold
12,731
– – 0.14% 91
2021
Q3 		$265K Hold
12,731
– – 0.16% 82
2021
Q2 		$273K Hold
12,731
– – 0.17% 81
2021
Q1 		$251K Sell
12,731
-1,000
-7% -$20.6K 0.16% 84
2020
Q4 		$271K Sell
13,731
-1,000
-7% -$18.5K 0.21% 70
2020
Q3 		$259K Hold
14,731
– – 0.22% 69
2020
Q2 		$265K Hold
14,731
– – 0.26% 68
2020
Q1 		$221K Hold
14,731
– – 0.27% 75
2019
Q4 		$257K Buy
+14,731
New +$242K 0.27% 80

Other funds holding HQL

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Powell Investment Advisors's HQL Position: Q4 2023 in Review

Powell Investment Advisors sold out of abrdn Life Sciences Investors (HQL) in Q4 2023, closing a stake of 12,731 shares — an estimated $159K sold.

Powell Investment Advisors first reported a position in HQL in Q4 2019 and held it in 16 quarters. The position peaked at $273K in Q2 2021. 79 funds tracked by Wall St. Rank hold HQL as of Q4 2023.

  • Powell Investment Advisors reported no remaining abrdn Life Sciences Investors position as of Q4 2023 after selling out during the quarter.
  • Powell Investment Advisors sold 12,731 abrdn Life Sciences Investors shares in Q4 2023, an estimated $159K.
  • Powell Investment Advisors first reported a position in abrdn Life Sciences Investors in Q4 2019 and held it in 16 quarters.
  • Powell Investment Advisors's abrdn Life Sciences Investors position peaked at $273K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q4 2023.

Based on Powell Investment Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.