Reilly Financial Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Reilly 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
2021 Q4	$24K	Buy	1,000 +330	+49%	+$8.22K	﹤0.01%	539
2021 Q3	$17K	Hold	670	–	–	﹤0.01%	562
2021 Q2	$17K	Hold	670	–	–	﹤0.01%	581
2021 Q1	$16K	Buy	+670	New	+$16.3K	﹤0.01%	585
2015 Q1	–	Sell	-511	Closed	-$16K	–	1325
2014 Q4	$16K	Buy	+511	New	+$15.4K	﹤0.01%	433
2013 Q4	–	Sell	-716	Closed	-$17K	–	849
2013 Q3	$17K	Buy	+716	New	+$16.9K	﹤0.01%	373

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

NIM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Reilly Financial Advisors's HQH Position: Q4 2021 in Review

Reilly Financial Advisors increased its abrdn Healthcare Investors (HQH) stake by 49% in Q4 2021, buying an estimated $8.22K and bringing the position to 1,000 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Reilly Financial Advisors first reported a position in HQH in Q3 2013 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold HQH as of Q4 2021.

Reilly Financial Advisors held 1,000 shares of abrdn Healthcare Investors worth $24K as of Q4 2021.
Reilly Financial Advisors bought 330 abrdn Healthcare Investors shares in Q4 2021, an estimated $8.22K.
abrdn Healthcare Investors made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #539 holding.
Reilly Financial Advisors first reported a position in abrdn Healthcare Investors in Q3 2013 and has held it in 6 quarters since.
105 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.