MWM
NHTC icon

MinichMacGregor Wealth Management’s Natural Health Trends NHTC Stock Holding History

MinichMacGregor Wealth Management’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 -$680 – 440
2022
Q4 		$680 Buy
+200
New +$762 ﹤0.01% 657

Other funds holding NHTC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MinichMacGregor Wealth Management's NHTC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Natural Health Trends (NHTC) in Q1 2023, closing a stake of 200 shares — an estimated $680 sold.

MinichMacGregor Wealth Management first reported a position in NHTC in Q4 2022 and held it in 1 quarter. The position peaked at $680 in Q4 2022. 19 funds tracked by Wall St. Rank hold NHTC as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Natural Health Trends position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 200 Natural Health Trends shares in Q1 2023, an estimated $680.
  • MinichMacGregor Wealth Management first reported a position in Natural Health Trends in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Natural Health Trends position peaked at $680 in Q4 2022.
  • 19 funds tracked by Wall St. Rank held Natural Health Trends as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.