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PCA Investment Advisory Services’s Omega Healthcare OHI Stock Holding History

PCA Investment Advisory Services’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
2023
Q3 		– Sell
-100
Closed -$3.07K – 322
2023
Q2 		$3.07K Buy
+100
New +$2.89K ﹤0.01% 436

Other funds holding OHI

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

PCA Investment Advisory Services's OHI Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Omega Healthcare (OHI) in Q3 2023, closing a stake of 100 shares — an estimated $3.07K sold.

PCA Investment Advisory Services first reported a position in OHI in Q2 2023 and held it in 1 quarter. The position peaked at $3.07K in Q2 2023. 524 funds tracked by Wall St. Rank hold OHI as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Omega Healthcare position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 100 Omega Healthcare shares in Q3 2023, an estimated $3.07K.
  • PCA Investment Advisory Services first reported a position in Omega Healthcare in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Omega Healthcare position peaked at $3.07K in Q2 2023.
  • 524 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.