Sigma Planning Corp’s abrdn Healthcare Investors HQH Stock Holding History

Sigma Planning Corp’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
2022 Q3	–	Sell	-11,177	Closed	-$209K	–	1297
2022 Q2	$209K	Buy	+11,177	New	+$221K	0.01%	1143
2021 Q2	–	Sell	-16,250	Closed	-$397K	–	1452
2021 Q1	$397K	Buy	+16,250	New	+$396K	0.01%	868
2015 Q4	–	Sell	-22,466	Closed	-$620K	–	717
2015 Q3	$620K	Sell	22,466 -10,447	-32%	-$356K	0.1%	242
2015 Q2	$1.14M	Sell	32,913 -2,612	-7%	-$90.6K	0.16%	159
2015 Q1	$1.21M	Sell	35,525 -126	-0.4%	-$4.23K	0.16%	154
2014 Q4	$1.1M	Buy	+35,651	New	+$1.07M	0.15%	164

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

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sigma Planning Corp's HQH Position: Q3 2022 in Review

Sigma Planning Corp sold out of abrdn Healthcare Investors (HQH) in Q3 2022, closing a stake of 11,177 shares — an estimated $209K sold.

Sigma Planning Corp first reported a position in HQH in Q4 2014 and held it in 6 quarters. The position peaked at $1.21M in Q1 2015. 105 funds tracked by Wall St. Rank hold HQH as of Q3 2022.

Sigma Planning Corp reported no remaining abrdn Healthcare Investors position as of Q3 2022 after selling out during the quarter.
Sigma Planning Corp sold 11,177 abrdn Healthcare Investors shares in Q3 2022, an estimated $209K.
Sigma Planning Corp first reported a position in abrdn Healthcare Investors in Q4 2014 and held it in 6 quarters.
Sigma Planning Corp's abrdn Healthcare Investors position peaked at $1.21M in Q1 2015.
105 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2022.

Based on Sigma Planning Corp's 13F filing for Q3 2022, filed 10 Nov 2022.