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Capital Performance Advisors’s National Healthcare NHC Stock Holding History

Capital Performance 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
Q4 		– Sell
-3
Closed -$377 – 1772
2024
Q3 		$377 Buy
+3
New +$377 ﹤0.01% 2375

Other funds holding NHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Performance Advisors's NHC Position: Q4 2024 in Review

Capital Performance Advisors sold out of National Healthcare (NHC) in Q4 2024, closing a stake of 3 shares — an estimated $377 sold.

Capital Performance Advisors first reported a position in NHC in Q3 2024 and held it in 1 quarter. The position peaked at $377 in Q3 2024. 185 funds tracked by Wall St. Rank hold NHC as of Q4 2024.

  • Capital Performance Advisors reported no remaining National Healthcare position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 3 National Healthcare shares in Q4 2024, an estimated $377.
  • Capital Performance Advisors first reported a position in National Healthcare in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's National Healthcare position peaked at $377 in Q3 2024.
  • 185 funds tracked by Wall St. Rank held National Healthcare as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.