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Buck Wealth Strategies’s Omega Healthcare OHI Stock Holding History

Buck Wealth Strategies’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-58
Closed -$1.92K – 270
2023
Q3 		$1.92K Hold
58
– – ﹤0.01% 313
2023
Q2 		$1.78K Buy
+58
New +$1.68K ﹤0.01% 242

Other funds holding OHI

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Buck Wealth Strategies's OHI Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Omega Healthcare (OHI) in Q4 2023, closing a stake of 58 shares — an estimated $1.92K sold.

Buck Wealth Strategies first reported a position in OHI in Q2 2023 and held it in 2 quarters. The position peaked at $1.92K in Q3 2023. 528 funds tracked by Wall St. Rank hold OHI as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Omega Healthcare position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 58 Omega Healthcare shares in Q4 2023, an estimated $1.92K.
  • Buck Wealth Strategies first reported a position in Omega Healthcare in Q2 2023 and held it in 2 quarters.
  • Buck Wealth Strategies's Omega Healthcare position peaked at $1.92K in Q3 2023.
  • 528 funds tracked by Wall St. Rank held Omega Healthcare as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.