AWM
SEM

Alterna Wealth Management’s Select Medical SEM Stock Holding History

Alterna Wealth Management’s Portfolio SEM Stock Details SEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12,762
Closed -$202K – 150
2021
Q4 		$202K Buy
+12,762
New +$218K 0.17% 117

Other funds holding SEM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Alterna Wealth Management's SEM Position: Q1 2022 in Review

Alterna Wealth Management sold out of Select Medical (SEM) in Q1 2022, closing a stake of 12,762 shares — an estimated $202K sold.

Alterna Wealth Management first reported a position in SEM in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 240 funds tracked by Wall St. Rank hold SEM as of Q1 2022.

  • Alterna Wealth Management reported no remaining Select Medical position as of Q1 2022 after selling out during the quarter.
  • Alterna Wealth Management sold 12,762 Select Medical shares in Q1 2022, an estimated $202K.
  • Alterna Wealth Management first reported a position in Select Medical in Q4 2021 and held it in 1 quarter.
  • Alterna Wealth Management's Select Medical position peaked at $202K in Q4 2021.
  • 240 funds tracked by Wall St. Rank held Select Medical as of Q1 2022.

Based on Alterna Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.