Truist Financial
HQH

Truist Financial’s abrdn Healthcare Investors HQH Stock Holding History

Truist Financial’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
2025
Q1 		– Sell
-11,122
Closed -$179K – 2591
2024
Q4 		$179K Sell
11,122
-1,707
-13% -$30.3K ﹤0.01% 2409
2024
Q3 		$239K Buy
12,829
+99
+0.8% +$1.84K ﹤0.01% 2262
2024
Q2 		$222K Buy
12,730
+1,355
+12% +$22.6K ﹤0.01% 2447
2024
Q1 		$192K Buy
11,375
+155
+1% +$2.64K ﹤0.01% 2497
2023
Q4 		$186K Hold
11,220
– – ﹤0.01% 2516
2023
Q3 		$174K Hold
11,220
– – ﹤0.01% 2464
2023
Q2 		$191K Hold
11,220
– – ﹤0.01% 2447
2023
Q1 		$198K Sell
11,220
-21
-0.2% -$382 ﹤0.01% 2436
2022
Q4 		$202K Hold
11,241
– – ﹤0.01% 2407
2022
Q3 		$194K Hold
11,241
– – ﹤0.01% 2317
2022
Q2 		$210K Buy
11,241
+1
+0% +$20 ﹤0.01% 2425
2022
Q1 		$234K Hold
11,240
– – ﹤0.01% 2456
2021
Q4 		$267K Sell
11,240
-1,385
-11% -$34.5K ﹤0.01% 2436
2021
Q3 		$323K Buy
12,625
+1
+0% +$26 ﹤0.01% 2293
2021
Q2 		$325K Sell
12,624
-460
-4% -$11.3K ﹤0.01% 2321
2021
Q1 		$319K Sell
13,084
-587
-4% -$14.3K ﹤0.01% 2248
2020
Q4 		$326K Buy
13,671
+1,017
+8% +$22.1K ﹤0.01% 2106
2020
Q3 		$261K Hold
12,654
– – ﹤0.01% 2114
2020
Q2 		$270K Buy
+12,654
New +$258K ﹤0.01% 2021

Other funds holding HQH

Morgan Stanley
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial's HQH Position: Q1 2025 in Review

Truist Financial sold out of abrdn Healthcare Investors (HQH) in Q1 2025, closing a stake of 11,122 shares — an estimated $179K sold.

Truist Financial first reported a position in HQH in Q2 2020 and held it in 19 quarters. The position peaked at $326K in Q4 2020. 105 funds tracked by Wall St. Rank hold HQH as of Q1 2025.

  • Truist Financial reported no remaining abrdn Healthcare Investors position as of Q1 2025 after selling out during the quarter.
  • Truist Financial sold 11,122 abrdn Healthcare Investors shares in Q1 2025, an estimated $179K.
  • Truist Financial first reported a position in abrdn Healthcare Investors in Q2 2020 and held it in 19 quarters.
  • Truist Financial's abrdn Healthcare Investors position peaked at $326K in Q4 2020.
  • 105 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2025.

Based on Truist Financial's 13F filing for Q1 2025, filed 29 Apr 2025.