RWB
HQH

RMR Wealth Builders’s abrdn Healthcare Investors HQH Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-3,637
Closed -$89K – 384
2021
Q1 		$89K Buy
3,637
+2,729
+301% +$66.5K 0.02% 284
2020
Q4 		$22K Buy
+908
New +$19.7K 0.01% 342
2020
Q3 		– Sell
-1,137
Closed -$24K – 328
2020
Q2 		$24K Buy
+1,137
New +$23.2K 0.02% 292
2019
Q4 		$29K Buy
+1,412
New +$28K 0.03% 279

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
Wells Fargo
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RMR Wealth Builders's HQH Position: Q2 2021 in Review

RMR Wealth Builders sold out of abrdn Healthcare Investors (HQH) in Q2 2021, closing a stake of 3,637 shares — an estimated $89K sold.

RMR Wealth Builders first reported a position in HQH in Q4 2019 and held it in 4 quarters. The position peaked at $89K in Q1 2021. 113 funds tracked by Wall St. Rank hold HQH as of Q2 2021.

  • RMR Wealth Builders reported no remaining abrdn Healthcare Investors position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 3,637 abrdn Healthcare Investors shares in Q2 2021, an estimated $89K.
  • RMR Wealth Builders first reported a position in abrdn Healthcare Investors in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's abrdn Healthcare Investors position peaked at $89K in Q1 2021.
  • 113 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.