Tradition Wealth Management’s abrdn Healthcare Investors HQH Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-957	Closed	-$16K	–	744
2023 Q4	$16K	Sell	957 -400	-29%	-$6.15K	﹤0.01%	895
2023 Q3	$21K	Hold	1,357	–	–	﹤0.01%	830
2023 Q2	$23K	Hold	1,357	–	–	﹤0.01%	840
2023 Q1	$24K	Hold	1,357	–	–	﹤0.01%	791
2022 Q4	$24K	Sell	1,357 -357	-21%	-$6.61K	﹤0.01%	711
2022 Q3	$30K	Hold	1,714	–	–	﹤0.01%	650
2022 Q2	$32K	Hold	1,714	–	–	﹤0.01%	554
2022 Q1	$36K	Hold	1,714	–	–	﹤0.01%	584
2021 Q4	$41K	Hold	1,714	–	–	0.01%	578
2021 Q3	$44K	Buy	1,714 +650	+61%	+$17.1K	0.01%	535
2021 Q2	$27K	Hold	1,064	–	–	﹤0.01%	687
2021 Q1	$26K	Hold	1,064	–	–	﹤0.01%	580
2020 Q4	$25K	Buy	+1,064	New	+$23.1K	﹤0.01%	544

Other funds holding HQH

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EAM

Eschler Asset Management London, United Kingdom $100M AUM 83.94% 1-Year Est. Return

NIM

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

Tradition Wealth Management's HQH Position: Q1 2024 in Review

Tradition Wealth Management sold out of abrdn Healthcare Investors (HQH) in Q1 2024, closing a stake of 957 shares — an estimated $16K sold.

Tradition Wealth Management first reported a position in HQH in Q4 2020 and held it in 13 quarters. The position peaked at $44K in Q3 2021. 122 funds tracked by Wall St. Rank hold HQH as of Q1 2024.

Tradition Wealth Management reported no remaining abrdn Healthcare Investors position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 957 abrdn Healthcare Investors shares in Q1 2024, an estimated $16K.
Tradition Wealth Management first reported a position in abrdn Healthcare Investors in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's abrdn Healthcare Investors position peaked at $44K in Q3 2021.
122 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.