Intercontinental Wealth Advisors, LLC Tekla Healthcare Investors Transaction History

Intercontinental Wealth Advisors, LLC

$416 Million
Q2 2023

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jan 19, 2021	BUY	$16.98 - $21.6 $1,562 - $1,987	92 Added 4.24%	2,261 $45,000
Q1 2020 Jan 19, 2021	BUY	$14.77 - $21.66 $32,036 - $46,980	2,169 New	2,169 $45,000
Q4 2019 Feb 07, 2020	SELL	$17.86 - $21.36 $40,381 - $48,294	-2,261 Closed	0 $0
Q2 2019 Aug 02, 2019	BUY	$18.85 - $20.79 $1,734 - $1,912	92 Added 4.24%	2,261 $45,000
Q4 2018 Jan 31, 2019	BUY	$16.57 - $23.12 $35,940 - $50,147	2,169 New	2,169 $39,000

Others Institutions Holding HQH

# of Institutions

127

Shares Held

12.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.35M
Shares

$57.7 Million
0.0% of portfolio
Saba Capital Management, L.P. New York, NY

2.87M
Shares

$49.5 Million
1.14% of portfolio
Penserra Capital Management LLC Orinda, CA

867K
Shares

$15 Million
0.35% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

435K
Shares

$7.5 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

431K
Shares

$7.43 Million
0.0% of portfolio

About TEKLA HEALTHCARE INVESTORS

Ticker HQH
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Tekla Healthcare Investors is a closed-ended equity mutual fund launched and managed by Tekla Capital Management LLC. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the healthcare sector, including the biotechnology, medical devices, and pharmaceuticals industries. The fund prim...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Intercontinental Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intercontinental Wealth Advisors, LLC with notifications on news.