SFPG
HQH

Stonebridge Financial Planning Group’s abrdn Healthcare Investors HQH Stock Holding History

Stonebridge Financial Planning Group’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
Q3 		– Sell
-17
Closed – – 417
2021
Q2 		$0 Hold
17
– – ﹤0.01% 432
2021
Q1 		$0 Buy
+17
New +$415 ﹤0.01% 433

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Stonebridge Financial Planning Group's HQH Position: Q3 2021 in Review

Stonebridge Financial Planning Group sold out of abrdn Healthcare Investors (HQH) in Q3 2021, closing a stake of 17 shares.

Stonebridge Financial Planning Group first reported a position in HQH in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 103 funds tracked by Wall St. Rank hold HQH as of Q3 2021.

  • Stonebridge Financial Planning Group reported no remaining abrdn Healthcare Investors position as of Q3 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 17 abrdn Healthcare Investors shares in Q3 2021.
  • Stonebridge Financial Planning Group first reported a position in abrdn Healthcare Investors in Q1 2021 and held it in 2 quarters.
  • Stonebridge Financial Planning Group's abrdn Healthcare Investors position peaked at $0 in Q2 2021.
  • 103 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2021, filed 8 Nov 2021.