Ropes Wealth Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Ropes Wealth 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 Q1	–	Sell	-5,597	Closed	-$133K	–	477
2020 Q4	$133K	Buy	5,597 +112	+2%	+$2.43K	0.02%	274
2020 Q3	$113K	Sell	5,485 -1,713	-24%	-$36.2K	0.02%	257
2020 Q2	$154K	Buy	7,198 +1,941	+37%	+$39.6K	0.03%	211
2020 Q1	$94K	Buy	5,257 +162	+3%	+$3.19K	0.02%	233
2019 Q4	$106K	Buy	5,095 +95	+2%	+$1.88K	0.02%	266
2019 Q3	$92K	Buy	+5,000	New	+$96.4K	0.02%	284

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ropes Wealth Advisors's HQH Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of abrdn Healthcare Investors (HQH) in Q1 2021, closing a stake of 5,597 shares — an estimated $133K sold.

Ropes Wealth Advisors first reported a position in HQH in Q3 2019 and held it in 6 quarters. The position peaked at $154K in Q2 2020. 115 funds tracked by Wall St. Rank hold HQH as of Q1 2021.

Ropes Wealth Advisors reported no remaining abrdn Healthcare Investors position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 5,597 abrdn Healthcare Investors shares in Q1 2021, an estimated $133K.
Ropes Wealth Advisors first reported a position in abrdn Healthcare Investors in Q3 2019 and held it in 6 quarters.
Ropes Wealth Advisors's abrdn Healthcare Investors position peaked at $154K in Q2 2020.
115 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.