WBC
HQL

West Branch Capital’s abrdn Life Sciences Investors HQL Stock Holding History

West Branch Capital’s Portfolio HQL Stock Details HQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-754
Closed -$10.2K – 447
2023
Q2 		$10.2K Buy
754
+17
+2% +$235 0.01% 280
2023
Q1 		$10.3K Buy
737
+18
+3% +$257 0.01% 287
2022
Q4 		$10.2K Buy
719
+15
+2% +$217 0.01% 281
2022
Q3 		$10K Buy
704
+15
+2% +$224 0.01% 285
2022
Q2 		$10K Buy
689
+17
+3% +$257 0.01% 278
2022
Q1 		$11K Buy
672
+16
+2% +$275 0.01% 289
2021
Q4 		$13K Buy
656
+14
+2% +$282 0.01% 300
2021
Q3 		$13K Buy
642
+12
+2% +$257 0.01% 284
2021
Q2 		$13K Buy
+630
New +$12.7K 0.01% 301

Other funds holding HQL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

West Branch Capital's HQL Position: Q3 2023 in Review

West Branch Capital sold out of abrdn Life Sciences Investors (HQL) in Q3 2023, closing a stake of 754 shares — an estimated $10.2K sold.

West Branch Capital first reported a position in HQL in Q2 2021 and held it in 9 quarters. The position peaked at $13K in Q4 2021. 80 funds tracked by Wall St. Rank hold HQL as of Q3 2023.

  • West Branch Capital reported no remaining abrdn Life Sciences Investors position as of Q3 2023 after selling out during the quarter.
  • West Branch Capital sold 754 abrdn Life Sciences Investors shares in Q3 2023, an estimated $10.2K.
  • West Branch Capital first reported a position in abrdn Life Sciences Investors in Q2 2021 and held it in 9 quarters.
  • West Branch Capital's abrdn Life Sciences Investors position peaked at $13K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q3 2023.

Based on West Branch Capital's 13F filing for Q3 2023, filed 20 Oct 2023.