EWP
NUTX

Engrave Wealth Partners’s Nutex Health NUTX Stock Holding History

Engrave Wealth Partners’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
2023
Q4 		$57.2K Hold
2,120
– – 0.02% 80
2023
Q3 		$64.4K Hold
2,120
– – 0.02% 70
2023
Q2 		$134K Hold
2,120
– – 0.04% 67
2023
Q1 		$178K Hold
2,120
– – 0.06% 70
2022
Q4 		$502K Buy
2,120
+143
+7% +$27.5K 0.17% 42
2022
Q3 		$445K Hold
1,977
– – 0.21% 34
2022
Q2 		$956K Buy
+1,977
New +$2.33M 0.42% 22

Other funds holding NUTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Engrave Wealth Partners's NUTX Position: Q4 2023 in Review

Engrave Wealth Partners held its Nutex Health (NUTX) position steady in Q4 2023 at 2,120 shares worth $57.2K. The position accounts for 0.02% of the portfolio, ranked #80.

Engrave Wealth Partners first reported a position in NUTX in Q2 2022 and has held it in 7 quarters since. The position peaked at $956K in Q2 2022. 49 funds tracked by Wall St. Rank hold NUTX as of Q4 2023.

  • Engrave Wealth Partners held 2,120 shares of Nutex Health worth $57.2K as of Q4 2023.
  • Engrave Wealth Partners left its Nutex Health share count unchanged in Q4 2023.
  • Nutex Health made up 0.02% of Engrave Wealth Partners's portfolio in Q4 2023, its #80 holding.
  • Engrave Wealth Partners first reported a position in Nutex Health in Q2 2022 and has held it in 7 quarters since.
  • Engrave Wealth Partners's Nutex Health position peaked at $956K in Q2 2022.
  • 49 funds tracked by Wall St. Rank held Nutex Health as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.