WT
HQH

Washington Trust’s abrdn Healthcare Investors HQH Stock Holding History

Washington Trust’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
Q4 		– Sell
-4
Closed -$82 – 866
2024
Q3 		$82 Buy
+4
New +$75 ﹤0.01% 845
2020
Q2 		– Sell
-134
Closed -$2K – 925
2020
Q1 		$2K Buy
+134
New +$2.64K ﹤0.01% 834
2018
Q3 		– Sell
-126
Closed -$3K – 490
2018
Q2 		$3K Buy
+126
New +$2.68K ﹤0.01% 794

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Washington Trust's HQH Position: Q4 2024 in Review

Washington Trust sold out of abrdn Healthcare Investors (HQH) in Q4 2024, closing a stake of 4 shares — an estimated $82 sold.

Washington Trust first reported a position in HQH in Q2 2018 and held it in 3 quarters. The position peaked at $3K in Q2 2018. 120 funds tracked by Wall St. Rank hold HQH as of Q4 2024.

  • Washington Trust reported no remaining abrdn Healthcare Investors position as of Q4 2024 after selling out during the quarter.
  • Washington Trust sold 4 abrdn Healthcare Investors shares in Q4 2024, an estimated $82.
  • Washington Trust first reported a position in abrdn Healthcare Investors in Q2 2018 and held it in 3 quarters.
  • Washington Trust's abrdn Healthcare Investors position peaked at $3K in Q2 2018.
  • 120 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q4 2024.

Based on Washington Trust's 13F filing for Q4 2024, filed 30 Jan 2025.