B. Riley Wealth Advisors’s National Healthcare NHC Stock Holding History

B. Riley Wealth Advisors’s Portfolio NHC Stock Details NHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,511	Closed	-$819K	–	1373
2024 Q2	$819K	Sell	7,511 -1,255	-14%	-$122K	0.02%	606
2024 Q1	$566K	Sell	8,766 -11	-0.1%	-$1.04K	0.02%	734
2023 Q4	$816K	Buy	8,777 +11	+0.1%	+$843	0.02%	594
2023 Q3	$566K	Hold	8,766	–	–	0.02%	734
2023 Q2	$547K	Hold	8,766	–	–	0.01%	806
2023 Q1	$514K	Hold	8,766	–	–	0.01%	791
2022 Q4	$527K	Sell	8,766 -79	-0.9%	-$4.79K	0.01%	764
2022 Q3	$561K	Buy	+8,845	New	+$614K	0.02%	706

Other funds holding NHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MSIIA

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

B. Riley Wealth Advisors's NHC Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of National Healthcare (NHC) in Q3 2024, closing a stake of 7,511 shares — an estimated $819K sold.

B. Riley Wealth Advisors first reported a position in NHC in Q3 2022 and held it in 8 quarters. The position peaked at $819K in Q2 2024. 194 funds tracked by Wall St. Rank hold NHC as of Q3 2024.

B. Riley Wealth Advisors reported no remaining National Healthcare position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 7,511 National Healthcare shares in Q3 2024, an estimated $819K.
B. Riley Wealth Advisors first reported a position in National Healthcare in Q3 2022 and held it in 8 quarters.
B. Riley Wealth Advisors's National Healthcare position peaked at $819K in Q2 2024.
194 funds tracked by Wall St. Rank held National Healthcare as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.