SFS
HQH

Sowell Financial Services’s abrdn Healthcare Investors HQH Stock Holding History

Sowell Financial Services’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
-6
Closed – – 1484
2021
Q1 		$0 Sell
6
-10
-63% -$244 ﹤0.01% 3184
2020
Q4 		$0 Hold
16
– – ﹤0.01% 2760
2020
Q3 		$0 Buy
16
+1
+7% +$21 ﹤0.01% 2608
2020
Q2 		$0 Sell
15
-290
-95% -$5.91K ﹤0.01% 2551
2020
Q1 		$5K Buy
305
+299
+4,983% +$5.9K ﹤0.01% 1817
2019
Q4 		$0 Hold
6
– – ﹤0.01% 2579
2019
Q3 		$0 Buy
+6
New +$116 ﹤0.01% 2413

Other funds holding HQH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sowell Financial Services's HQH Position: Q2 2021 in Review

Sowell Financial Services sold out of abrdn Healthcare Investors (HQH) in Q2 2021, closing a stake of 6 shares.

Sowell Financial Services first reported a position in HQH in Q3 2019 and held it in 7 quarters. The position peaked at $5K in Q1 2020. 113 funds tracked by Wall St. Rank hold HQH as of Q2 2021.

  • Sowell Financial Services reported no remaining abrdn Healthcare Investors position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 6 abrdn Healthcare Investors shares in Q2 2021.
  • Sowell Financial Services first reported a position in abrdn Healthcare Investors in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's abrdn Healthcare Investors position peaked at $5K in Q1 2020.
  • 113 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.