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MFA Wealth Advisors’s Omega Healthcare OHI Stock Holding History

MFA Wealth Advisors’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Hold
0
– – – 510
2020
Q3 		– Sell
-475
Closed -$14.1K – 155
2020
Q2 		$14.1K Buy
+475
New +$14.1K 0.01% 140

Other funds holding OHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MFA Wealth Advisors's OHI Position: Q3 2024 in Review

MFA Wealth Advisors held its Omega Healthcare (OHI) position steady in Q3 2024 at 0 shares worth $13. The position accounts for ﹤0.01% of the portfolio, ranked #510.

MFA Wealth Advisors first reported a position in OHI in Q2 2020 and has held it in 1 quarter since. The position peaked at $14.1K in Q2 2020. 599 funds tracked by Wall St. Rank hold OHI as of Q3 2024.

  • MFA Wealth Advisors held 0 shares of Omega Healthcare worth $13 as of Q3 2024.
  • MFA Wealth Advisors left its Omega Healthcare share count unchanged in Q3 2024.
  • Omega Healthcare made up ﹤0.01% of MFA Wealth Advisors's portfolio in Q3 2024, its #510 holding.
  • MFA Wealth Advisors first reported a position in Omega Healthcare in Q2 2020 and has held it in 1 quarter since.
  • MFA Wealth Advisors's Omega Healthcare position peaked at $14.1K in Q2 2020.
  • 599 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2024.

Based on MFA Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.