KWM
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Kingsview Wealth Management’s National Healthcare NHC Stock Holding History

Kingsview Wealth Management’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
2021
Q2 		– Sell
-8,668
Closed -$672K – 978
2021
Q1 		$672K Buy
+8,668
New +$613K 0.04% 448

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kingsview Wealth Management's NHC Position: Q2 2021 in Review

Kingsview Wealth Management sold out of National Healthcare (NHC) in Q2 2021, closing a stake of 8,668 shares — an estimated $672K sold.

Kingsview Wealth Management first reported a position in NHC in Q1 2021 and held it in 1 quarter. The position peaked at $672K in Q1 2021. 139 funds tracked by Wall St. Rank hold NHC as of Q2 2021.

  • Kingsview Wealth Management reported no remaining National Healthcare position as of Q2 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,668 National Healthcare shares in Q2 2021, an estimated $672K.
  • Kingsview Wealth Management first reported a position in National Healthcare in Q1 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's National Healthcare position peaked at $672K in Q1 2021.
  • 139 funds tracked by Wall St. Rank held National Healthcare as of Q2 2021.

Based on Kingsview Wealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.