RA
HQH

Rise Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Rise 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
2023
Q2 		– Sell
-1,259
Closed -$22.2K – 729
2023
Q1 		$22.2K Buy
1,259
+30
+2% +$546 0.02% 240
2022
Q4 		$22.1K Buy
1,229
+25
+2% +$463 0.02% 234
2022
Q3 		$21K Buy
1,204
+27
+2% +$516 0.02% 237
2022
Q2 		$22K Buy
1,177
+28
+2% +$554 0.02% 224
2022
Q1 		$24K Buy
1,149
+26
+2% +$552 0.02% 223
2021
Q4 		$26.7K Buy
+1,123
New +$28K 0.03% 212

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rise Advisors's HQH Position: Q2 2023 in Review

Rise Advisors sold out of abrdn Healthcare Investors (HQH) in Q2 2023, closing a stake of 1,259 shares — an estimated $22.2K sold.

Rise Advisors first reported a position in HQH in Q4 2021 and held it in 6 quarters. The position peaked at $26.7K in Q4 2021. 116 funds tracked by Wall St. Rank hold HQH as of Q2 2023.

  • Rise Advisors reported no remaining abrdn Healthcare Investors position as of Q2 2023 after selling out during the quarter.
  • Rise Advisors sold 1,259 abrdn Healthcare Investors shares in Q2 2023, an estimated $22.2K.
  • Rise Advisors first reported a position in abrdn Healthcare Investors in Q4 2021 and held it in 6 quarters.
  • Rise Advisors's abrdn Healthcare Investors position peaked at $26.7K in Q4 2021.
  • 116 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.