OWA
CHCT

Outlook Wealth Advisors’s Community Healthcare Trust CHCT Stock Holding History

Outlook Wealth Advisors’s Portfolio CHCT Stock Details CHCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-16,477
Closed -$696K – 192
2022
Q1 		$696K Buy
16,477
+49
+0.3% +$2.12K 0.23% 105
2021
Q4 		$777K Buy
16,428
+465
+3% +$21.4K 0.23% 101
2021
Q3 		$721K Buy
15,963
+2,494
+19% +$121K 0.24% 103
2021
Q2 		$639K Buy
13,469
+1,568
+13% +$76.7K 0.2% 125
2021
Q1 		$549K Buy
11,901
+1,469
+14% +$68.2K 0.19% 135
2020
Q4 		$491K Buy
10,432
+1,995
+24% +$94.9K 0.18% 131
2020
Q3 		$395K Buy
+8,437
New +$386K 0.16% 128

Other funds holding CHCT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Outlook Wealth Advisors's CHCT Position: Q2 2022 in Review

Outlook Wealth Advisors sold out of Community Healthcare Trust (CHCT) in Q2 2022, closing a stake of 16,477 shares — an estimated $696K sold.

Outlook Wealth Advisors first reported a position in CHCT in Q3 2020 and held it in 7 quarters. The position peaked at $777K in Q4 2021. 180 funds tracked by Wall St. Rank hold CHCT as of Q2 2022.

  • Outlook Wealth Advisors reported no remaining Community Healthcare Trust position as of Q2 2022 after selling out during the quarter.
  • Outlook Wealth Advisors sold 16,477 Community Healthcare Trust shares in Q2 2022, an estimated $696K.
  • Outlook Wealth Advisors first reported a position in Community Healthcare Trust in Q3 2020 and held it in 7 quarters.
  • Outlook Wealth Advisors's Community Healthcare Trust position peaked at $777K in Q4 2021.
  • 180 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2022.

Based on Outlook Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.