WP
HQH

WealthShield Partners’s abrdn Healthcare Investors HQH Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-1,222
Closed -$31K – 454
2021
Q2 		$31K Hold
1,222
– – ﹤0.01% 572
2021
Q1 		$30K Buy
+1,222
New +$29.8K 0.01% 574

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

WealthShield Partners's HQH Position: Q3 2021 in Review

WealthShield Partners sold out of abrdn Healthcare Investors (HQH) in Q3 2021, closing a stake of 1,222 shares — an estimated $31K sold.

WealthShield Partners first reported a position in HQH in Q1 2021 and held it in 2 quarters. The position peaked at $31K in Q2 2021. 103 funds tracked by Wall St. Rank hold HQH as of Q3 2021.

  • WealthShield Partners reported no remaining abrdn Healthcare Investors position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,222 abrdn Healthcare Investors shares in Q3 2021, an estimated $31K.
  • WealthShield Partners first reported a position in abrdn Healthcare Investors in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's abrdn Healthcare Investors position peaked at $31K in Q2 2021.
  • 103 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.