Castle Financial & Retirement Planning Associates’s Omega Healthcare OHI Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$2K	Buy	+71	New	+$2.07K	0.01%	167

Other funds holding OHI

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Castle Financial & Retirement Planning Associates's OHI Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Omega Healthcare (OHI) in Q4 2021: 71 shares worth $2K. The stake represents 0.01% of the portfolio and ranks #167 among its holdings.

497 funds tracked by Wall St. Rank hold OHI as of Q4 2021.

Castle Financial & Retirement Planning Associates held 71 shares of Omega Healthcare worth $2K as of Q4 2021.
Omega Healthcare was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Omega Healthcare made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #167 holding.
497 funds tracked by Wall St. Rank held Omega Healthcare as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.