IFP Advisors’s Natural Health Trends NHTC Stock Holding History

IFP Advisors’s Portfolio NHTC Stock Details NHTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200	Closed	-$4K	–	4065
2022 Q4	$4K	Hold	200	–	–	﹤0.01%	3916
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	4141
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	3903
2022 Q1	$4K	Buy	+200	New	+$1.46K	﹤0.01%	3902
2019 Q1	–	Sell	-85	Closed	-$2K	–	3045
2018 Q4	$2K	Hold	85	–	–	﹤0.01%	3174
2018 Q3	$2K	Hold	85	–	–	﹤0.01%	3560
2018 Q2	$2K	Hold	85	–	–	﹤0.01%	3606
2018 Q1	$1K	Hold	85	–	–	﹤0.01%	3648
2017 Q4	$1K	Hold	85	–	–	﹤0.01%	3699
2017 Q3	$2K	Hold	85	–	–	﹤0.01%	3765
2017 Q2	$2K	Hold	85	–	–	﹤0.01%	3745
2017 Q1	$2K	Hold	85	–	–	﹤0.01%	3668
2016 Q4	$2K	Hold	85	–	–	﹤0.01%	3653
2016 Q3	$2K	Hold	85	–	–	﹤0.01%	3595
2016 Q2	$2K	Buy	+85	New	+$2.78K	﹤0.01%	3482
2016 Q1	–	Sell	-85	Closed	-$3K	–	3041
2015 Q4	$3K	Buy	+85	New	+$3.74K	﹤0.01%	3201

Other funds holding NHTC

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

IFP Advisors's NHTC Position: Q1 2023 in Review

IFP Advisors sold out of Natural Health Trends (NHTC) in Q1 2023, closing a stake of 200 shares — an estimated $4K sold.

IFP Advisors first reported a position in NHTC in Q4 2015 and held it in 16 quarters. The position peaked at $4K in Q4 2022. 19 funds tracked by Wall St. Rank hold NHTC as of Q1 2023.

IFP Advisors reported no remaining Natural Health Trends position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 200 Natural Health Trends shares in Q1 2023, an estimated $4K.
IFP Advisors first reported a position in Natural Health Trends in Q4 2015 and held it in 16 quarters.
IFP Advisors's Natural Health Trends position peaked at $4K in Q4 2022.
19 funds tracked by Wall St. Rank held Natural Health Trends as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.