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Arkadios Wealth Advisors’s National Health Investors NHI Stock Holding History

Arkadios Wealth Advisors’s Portfolio NHI Stock Details NHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,162
Closed -$169K – 1339
2021
Q3 		$169K Sell
3,162
-101
-3% -$6.31K 0.02% 553
2021
Q2 		$218K Buy
+3,263
New +$228K 0.03% 512

Other funds holding NHI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arkadios Wealth Advisors's NHI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of National Health Investors (NHI) in Q4 2021, closing a stake of 3,162 shares — an estimated $169K sold.

Arkadios Wealth Advisors first reported a position in NHI in Q2 2021 and held it in 2 quarters. The position peaked at $218K in Q2 2021. 228 funds tracked by Wall St. Rank hold NHI as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining National Health Investors position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,162 National Health Investors shares in Q4 2021, an estimated $169K.
  • Arkadios Wealth Advisors first reported a position in National Health Investors in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's National Health Investors position peaked at $218K in Q2 2021.
  • 228 funds tracked by Wall St. Rank held National Health Investors as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.