Simplicity Solutions’s abrdn Healthcare Investors HQH Stock Holding History

Simplicity Solutions’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	-18,319	Closed	-$437K	–	701
2020 Q4	$437K	Sell	18,319 -3,551	-16%	-$77.1K	0.01%	709
2020 Q3	$451K	Sell	21,870 -24,472	-53%	-$517K	0.01%	652
2020 Q2	$988K	Buy	46,342 +8,206	+22%	+$167K	0.02%	467
2020 Q1	$679K	Sell	38,136 -16,069	-30%	-$317K	0.02%	424
2019 Q4	$1.13M	Buy	54,205 +36,545	+207%	+$724K	0.03%	366
2019 Q3	$324K	Buy	+17,660	New	+$340K	0.01%	518

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

Simplicity Solutions's HQH Position: Q1 2021 in Review

Simplicity Solutions sold out of abrdn Healthcare Investors (HQH) in Q1 2021, closing a stake of 18,319 shares — an estimated $437K sold.

Simplicity Solutions first reported a position in HQH in Q3 2019 and held it in 6 quarters. The position peaked at $1.13M in Q4 2019. 115 funds tracked by Wall St. Rank hold HQH as of Q1 2021.

Simplicity Solutions reported no remaining abrdn Healthcare Investors position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 18,319 abrdn Healthcare Investors shares in Q1 2021, an estimated $437K.
Simplicity Solutions first reported a position in abrdn Healthcare Investors in Q3 2019 and held it in 6 quarters.
Simplicity Solutions's abrdn Healthcare Investors position peaked at $1.13M in Q4 2019.
115 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.