UR
HQH

USCA RIA’s abrdn Healthcare Investors HQH Stock Holding History

USCA RIA’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 		$1.89M Sell
73,466
-385
-0.5% -$9.49K 0.11% 225
2021
Q1 		$1.8M Sell
73,851
-649
-0.9% -$15.8K 0.12% 225
2020
Q4 		$1.77M Sell
74,500
-685
-0.9% -$14.9K 0.12% 169
2020
Q3 		$1.55M Buy
+75,185
New +$1.59M 0.12% 163

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

USCA RIA's HQH Position: Q2 2021 in Review

USCA RIA reduced its abrdn Healthcare Investors (HQH) stake by 0.52% in Q2 2021, selling an estimated $9.49K and leaving 73,466 shares worth $1.89M. The position accounts for 0.11% of the portfolio, ranked #225.

USCA RIA first reported a position in HQH in Q3 2020 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold HQH as of Q2 2021.

  • USCA RIA held 73,466 shares of abrdn Healthcare Investors worth $1.89M as of Q2 2021.
  • USCA RIA sold 385 abrdn Healthcare Investors shares in Q2 2021, an estimated $9.49K.
  • abrdn Healthcare Investors made up 0.11% of USCA RIA's portfolio in Q2 2021, its #225 holding.
  • USCA RIA first reported a position in abrdn Healthcare Investors in Q3 2020 and has held it in 4 quarters since.
  • 113 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.