Financial Synergies Wealth Advisors’s National Health Investors NHI Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio NHI Stock Details NHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6	Closed	-$314	–	540
2023 Q4	$314	Buy	+6	New	+$318	﹤0.01%	416
2023 Q2	–	Sell	-6	Closed	-$310	–	524
2023 Q1	$310	Hold	6	–	–	﹤0.01%	462
2022 Q4	$314	Hold	6	–	–	﹤0.01%	416
2022 Q3	$340	Hold	6	–	–	﹤0.01%	402
2022 Q2	$364	Buy	+6	New	+$342	﹤0.01%	409

Other funds holding NHI

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Financial Synergies Wealth Advisors's NHI Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of National Health Investors (NHI) in Q1 2024, closing a stake of 6 shares — an estimated $314 sold.

Financial Synergies Wealth Advisors first reported a position in NHI in Q2 2022 and held it in 5 quarters. The position peaked at $364 in Q2 2022. 221 funds tracked by Wall St. Rank hold NHI as of Q1 2024.

Financial Synergies Wealth Advisors reported no remaining National Health Investors position as of Q1 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 6 National Health Investors shares in Q1 2024, an estimated $314.
Financial Synergies Wealth Advisors first reported a position in National Health Investors in Q2 2022 and held it in 5 quarters.
Financial Synergies Wealth Advisors's National Health Investors position peaked at $364 in Q2 2022.
221 funds tracked by Wall St. Rank held National Health Investors as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.