CAL
NUTX

Capital Advisors Ltd’s Nutex Health NUTX Stock Holding History

Capital Advisors Ltd’s Portfolio NUTX Stock Details NUTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21
Closed – – 1568
2024
Q1 		$0 Buy
+21
New +$423 ﹤0.01% 1496
2023
Q2 		– Sell
-2
Closed – – 1464
2023
Q1 		$0 Hold
2
– – ﹤0.01% 1443
2022
Q4 		$1K Buy
+2
New +$384 ﹤0.01% 1044

Other funds holding NUTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Capital Advisors Ltd's NUTX Position: Q2 2024 in Review

Capital Advisors Ltd sold out of Nutex Health (NUTX) in Q2 2024, closing a stake of 21 shares.

Capital Advisors Ltd first reported a position in NUTX in Q4 2022 and held it in 3 quarters. The position peaked at $1K in Q4 2022. 26 funds tracked by Wall St. Rank hold NUTX as of Q2 2024.

  • Capital Advisors Ltd reported no remaining Nutex Health position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 21 Nutex Health shares in Q2 2024.
  • Capital Advisors Ltd first reported a position in Nutex Health in Q4 2022 and held it in 3 quarters.
  • Capital Advisors Ltd's Nutex Health position peaked at $1K in Q4 2022.
  • 26 funds tracked by Wall St. Rank held Nutex Health as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.