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Redmont Wealth Advisors’s National Health Investors NHI Stock Holding History

Redmont Wealth Advisors’s Portfolio NHI Stock Details NHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,831
Closed -$549K – 322
2023
Q4 		$549K Sell
9,831
-623
-6% -$33K 0.8% 45
2023
Q3 		$537K Buy
10,454
+747
+8% +$39.1K 0.94% 33
2023
Q2 		$509K Buy
9,707
+1,413
+17% +$72.8K 0.87% 36
2023
Q1 		$428K Buy
8,294
+284
+4% +$15.5K 0.86% 34
2022
Q4 		$418K Buy
+8,010
New +$439K 0.49% 59

Other funds holding NHI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Redmont Wealth Advisors's NHI Position: Q1 2024 in Review

Redmont Wealth Advisors sold out of National Health Investors (NHI) in Q1 2024, closing a stake of 9,831 shares — an estimated $549K sold.

Redmont Wealth Advisors first reported a position in NHI in Q4 2022 and held it in 5 quarters. The position peaked at $549K in Q4 2023. 221 funds tracked by Wall St. Rank hold NHI as of Q1 2024.

  • Redmont Wealth Advisors reported no remaining National Health Investors position as of Q1 2024 after selling out during the quarter.
  • Redmont Wealth Advisors sold 9,831 National Health Investors shares in Q1 2024, an estimated $549K.
  • Redmont Wealth Advisors first reported a position in National Health Investors in Q4 2022 and held it in 5 quarters.
  • Redmont Wealth Advisors's National Health Investors position peaked at $549K in Q4 2023.
  • 221 funds tracked by Wall St. Rank held National Health Investors as of Q1 2024.

Based on Redmont Wealth Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.