WWA
HQH

Wingate Wealth Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Wingate Wealth Advisors’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
-300
Closed -$4.82K – 233
2024
Q4 		$4.82K Buy
+300
New +$5.32K ﹤0.01% 391

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

Wingate Wealth Advisors's HQH Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of abrdn Healthcare Investors (HQH) in Q1 2025, closing a stake of 300 shares — an estimated $4.82K sold.

Wingate Wealth Advisors first reported a position in HQH in Q4 2024 and held it in 1 quarter. The position peaked at $4.82K in Q4 2024. 105 funds tracked by Wall St. Rank hold HQH as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining abrdn Healthcare Investors position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 300 abrdn Healthcare Investors shares in Q1 2025, an estimated $4.82K.
  • Wingate Wealth Advisors first reported a position in abrdn Healthcare Investors in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's abrdn Healthcare Investors position peaked at $4.82K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.