AF
CHCT

Advisornet Financial’s Community Healthcare Trust CHCT Stock Holding History

Advisornet Financial’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
-87
Closed -$2.04K – 2208
2024
Q2 		$2.04K Buy
+87
New +$2.11K ﹤0.01% 1633

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

Advisornet Financial's CHCT Position: Q3 2024 in Review

Advisornet Financial sold out of Community Healthcare Trust (CHCT) in Q3 2024, closing a stake of 87 shares — an estimated $2.04K sold.

Advisornet Financial first reported a position in CHCT in Q2 2024 and held it in 1 quarter. The position peaked at $2.04K in Q2 2024. 183 funds tracked by Wall St. Rank hold CHCT as of Q3 2024.

  • Advisornet Financial reported no remaining Community Healthcare Trust position as of Q3 2024 after selling out during the quarter.
  • Advisornet Financial sold 87 Community Healthcare Trust shares in Q3 2024, an estimated $2.04K.
  • Advisornet Financial first reported a position in Community Healthcare Trust in Q2 2024 and held it in 1 quarter.
  • Advisornet Financial's Community Healthcare Trust position peaked at $2.04K in Q2 2024.
  • 183 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2024.

Based on Advisornet Financial's 13F filing for Q3 2024, filed 15 Oct 2024.