AWM
CHCT

Abound Wealth Management’s Community Healthcare Trust CHCT Stock Holding History

Abound Wealth Management’s Portfolio CHCT Stock Details CHCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15
Closed -$351 – 1306
2024
Q2 		$351 Hold
15
– – ﹤0.01% 922
2024
Q1 		$399 Hold
15
– – ﹤0.01% 997
2023
Q4 		$400 Buy
15
+3
+25% +$83 ﹤0.01% 1018
2023
Q3 		$357 Hold
12
– – ﹤0.01% 935
2023
Q2 		$397 Buy
+12
New +$417 ﹤0.01% 935

Other funds holding CHCT

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Abound Wealth Management's CHCT Position: Q3 2024 in Review

Abound Wealth Management sold out of Community Healthcare Trust (CHCT) in Q3 2024, closing a stake of 15 shares — an estimated $351 sold.

Abound Wealth Management first reported a position in CHCT in Q2 2023 and held it in 5 quarters. The position peaked at $400 in Q4 2023. 183 funds tracked by Wall St. Rank hold CHCT as of Q3 2024.

  • Abound Wealth Management reported no remaining Community Healthcare Trust position as of Q3 2024 after selling out during the quarter.
  • Abound Wealth Management sold 15 Community Healthcare Trust shares in Q3 2024, an estimated $351.
  • Abound Wealth Management first reported a position in Community Healthcare Trust in Q2 2023 and held it in 5 quarters.
  • Abound Wealth Management's Community Healthcare Trust position peaked at $400 in Q4 2023.
  • 183 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.