HWA
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Heritage Wealth Advisors’s National Healthcare NHC Stock Holding History

Heritage Wealth 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
2023
Q4 		– Sell
-100
Closed -$6.4K – 581
2023
Q3 		$6.4K Hold
100
– – ﹤0.01% 431
2023
Q2 		$6.18K Hold
100
– – ﹤0.01% 456
2023
Q1 		$5.81K Hold
100
– – ﹤0.01% 467
2022
Q4 		$5.95K Hold
100
– – ﹤0.01% 474
2022
Q3 		$6.33K Hold
100
– – ﹤0.01% 443
2022
Q2 		$7K Hold
100
– – ﹤0.01% 481
2022
Q1 		$7K Buy
+100
New +$6.72K ﹤0.01% 457

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heritage Wealth Advisors's NHC Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of National Healthcare (NHC) in Q4 2023, closing a stake of 100 shares — an estimated $6.4K sold.

Heritage Wealth Advisors first reported a position in NHC in Q1 2022 and held it in 7 quarters. The position peaked at $7K in Q2 2022. 159 funds tracked by Wall St. Rank hold NHC as of Q4 2023.

  • Heritage Wealth Advisors reported no remaining National Healthcare position as of Q4 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 100 National Healthcare shares in Q4 2023, an estimated $6.4K.
  • Heritage Wealth Advisors first reported a position in National Healthcare in Q1 2022 and held it in 7 quarters.
  • Heritage Wealth Advisors's National Healthcare position peaked at $7K in Q2 2022.
  • 159 funds tracked by Wall St. Rank held National Healthcare as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.