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ICA Group Wealth Management’s Sabra Healthcare REIT SBRA Stock Holding History

ICA Group Wealth Management’s Portfolio SBRA Stock Details SBRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-527
Closed -$7.78K – 1215
2024
Q1 		$7.78K Hold
527
– – ﹤0.01% 940
2023
Q4 		$7.52K Buy
+527
New +$7.48K ﹤0.01% 925
2023
Q3 		– Sell
-527
Closed -$6.2K – 1023
2023
Q2 		$6.2K Hold
527
– – ﹤0.01% 930
2023
Q1 		$6.06K Hold
527
– – ﹤0.01% 905
2022
Q4 		$6.55K Buy
+527
New +$6.72K ﹤0.01% 914

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ICA Group Wealth Management's SBRA Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Sabra Healthcare REIT (SBRA) in Q2 2024, closing a stake of 527 shares — an estimated $7.78K sold.

ICA Group Wealth Management first reported a position in SBRA in Q4 2022 and held it in 5 quarters. The position peaked at $7.78K in Q1 2024. 355 funds tracked by Wall St. Rank hold SBRA as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Sabra Healthcare REIT position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 527 Sabra Healthcare REIT shares in Q2 2024, an estimated $7.78K.
  • ICA Group Wealth Management first reported a position in Sabra Healthcare REIT in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Sabra Healthcare REIT position peaked at $7.78K in Q1 2024.
  • 355 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.