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H & Q Healthcare Fund equities shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of H & Q Healthcare Fund equities (HQH) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in H & Q Healthcare Fund equities

Tip: Access up to 7 years of quarterly data

All positions including H & Q Healthcare Fund equities held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in H & Q Healthcare Fund equities by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 64k 16.86
2023-12-31 $1.1M 64k 16.57
2023-09-30 $994k 64k 15.55
2023-06-30 $1.1M 64k 17.05
2023-03-31 $1.1M 64k 17.65
2022-12-31 $1.2M 64k 18.00

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding H & Q Healthcare Fund equities

Saba Capital Management
Cornerstone Advisors
CNH Partners
Royal Bank of Canada
Rpo
Clough Capital Partners
Logan Stone Capital
Wolverine Asset Management
Raymond James Financial Services Advisors
Landscape Capital Management
Raymond James & Associates
Bank of America Corporation
Janney Montgomery Scott
Advisor Group Holdings
Advisors Asset Management

View all funds holding H & Q Healthcare Fund equities