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Heritage Wealth Management (Arizona)’s National Health Investors NHI Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q2 		– Sell
-185
Closed -$13K – 924
2021
Q1 		$13K Buy
+185
New +$12.9K 0.01% 548

Other funds holding NHI

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NHI Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of National Health Investors (NHI) in Q2 2021, closing a stake of 185 shares — an estimated $13K sold.

Heritage Wealth Management (Arizona) first reported a position in NHI in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 239 funds tracked by Wall St. Rank hold NHI as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining National Health Investors position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 185 National Health Investors shares in Q2 2021, an estimated $13K.
  • Heritage Wealth Management (Arizona) first reported a position in National Health Investors in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s National Health Investors position peaked at $13K in Q1 2021.
  • 239 funds tracked by Wall St. Rank held National Health Investors as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.