Titus Wealth Management’s abrdn Life Sciences Investors HQL Stock Holding History

Titus Wealth Management’s Portfolio HQL Stock Details HQL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$220K	Sell	15,455 -7,261	-32%	-$110K	0.11%	144
2022 Q1	$376K	Buy	22,716 +2,868	+14%	+$49.4K	0.17%	95
2021 Q4	$382K	Buy	19,848 +522	+3%	+$10.5K	0.17%	95
2021 Q3	$401K	Buy	19,326 +375	+2%	+$8.03K	0.21%	79
2021 Q2	$406K	Buy	18,951 +1,896	+11%	+$38.3K	0.22%	74
2021 Q1	$336K	Sell	17,055 -7,933	-32%	-$163K	0.2%	86
2020 Q4	$494K	Buy	+24,988	New	+$462K	0.3%	62

Other funds holding HQL

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

WAM

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

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Titus Wealth Management's HQL Position: Q2 2022 in Review

Titus Wealth Management reduced its abrdn Life Sciences Investors (HQL) stake by 32% in Q2 2022, selling an estimated $110K and leaving 15,455 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #144.

Titus Wealth Management first reported a position in HQL in Q4 2020 and has held it in 7 quarters since. The position peaked at $494K in Q4 2020. 65 funds tracked by Wall St. Rank hold HQL as of Q2 2022.

Titus Wealth Management held 15,455 shares of abrdn Life Sciences Investors worth $220K as of Q2 2022.
Titus Wealth Management sold 7,261 abrdn Life Sciences Investors shares in Q2 2022, an estimated $110K.
abrdn Life Sciences Investors made up 0.11% of Titus Wealth Management's portfolio in Q2 2022, its #144 holding.
Titus Wealth Management first reported a position in abrdn Life Sciences Investors in Q4 2020 and has held it in 7 quarters since.
Titus Wealth Management's abrdn Life Sciences Investors position peaked at $494K in Q4 2020.
65 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.