PWMG
HQH

Prestige Wealth Management Group’s abrdn Healthcare Investors HQH Stock Holding History

Prestige Wealth Management 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
2019
Q4 		– Sell
-100
Closed -$2K – 624
2019
Q3 		$2K Hold
100
– – ﹤0.01% 490
2019
Q2 		$2K Hold
100
– – ﹤0.01% 453
2019
Q1 		$2K Hold
100
– – ﹤0.01% 453
2018
Q4 		$2K Buy
+100
New +$2.05K ﹤0.01% 829

Other funds holding HQH

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Prestige Wealth Management Group's HQH Position: Q4 2019 in Review

Prestige Wealth Management Group sold out of abrdn Healthcare Investors (HQH) in Q4 2019, closing a stake of 100 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in HQH in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 98 funds tracked by Wall St. Rank hold HQH as of Q4 2019.

  • Prestige Wealth Management Group reported no remaining abrdn Healthcare Investors position as of Q4 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 100 abrdn Healthcare Investors shares in Q4 2019, an estimated $2K.
  • Prestige Wealth Management Group first reported a position in abrdn Healthcare Investors in Q4 2018 and held it in 4 quarters.
  • Prestige Wealth Management Group's abrdn Healthcare Investors position peaked at $2K in Q3 2019.
  • 98 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2019.

Based on Prestige Wealth Management Group's 13F filing for Q4 2019, filed 28 Jan 2020.