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Oxford Financial Group’s Tenet Healthcare THC Stock Holding History

Oxford Financial Group’s Portfolio THC Stock Details THC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,294
Closed -$542K – 294
2024
Q4 		$542K Buy
+4,294
New +$638K 0.04% 136

Other funds holding THC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Oxford Financial Group's THC Position: Q1 2025 in Review

Oxford Financial Group sold out of Tenet Healthcare (THC) in Q1 2025, closing a stake of 4,294 shares — an estimated $542K sold.

Oxford Financial Group first reported a position in THC in Q4 2024 and held it in 1 quarter. The position peaked at $542K in Q4 2024. 566 funds tracked by Wall St. Rank hold THC as of Q1 2025.

  • Oxford Financial Group reported no remaining Tenet Healthcare position as of Q1 2025 after selling out during the quarter.
  • Oxford Financial Group sold 4,294 Tenet Healthcare shares in Q1 2025, an estimated $542K.
  • Oxford Financial Group first reported a position in Tenet Healthcare in Q4 2024 and held it in 1 quarter.
  • Oxford Financial Group's Tenet Healthcare position peaked at $542K in Q4 2024.
  • 566 funds tracked by Wall St. Rank held Tenet Healthcare as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.