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Revisor Wealth Management’s National Healthcare NHC Stock Holding History

Revisor Wealth Management’s Portfolio NHC Stock Details NHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,164
Closed -$272K – 159
2024
Q3 		$272K Buy
+2,164
New +$272K 0.17% 139

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Revisor Wealth Management's NHC Position: Q4 2024 in Review

Revisor Wealth Management sold out of National Healthcare (NHC) in Q4 2024, closing a stake of 2,164 shares — an estimated $272K sold.

Revisor Wealth Management first reported a position in NHC in Q3 2024 and held it in 1 quarter. The position peaked at $272K in Q3 2024. 185 funds tracked by Wall St. Rank hold NHC as of Q4 2024.

  • Revisor Wealth Management reported no remaining National Healthcare position as of Q4 2024 after selling out during the quarter.
  • Revisor Wealth Management sold 2,164 National Healthcare shares in Q4 2024, an estimated $272K.
  • Revisor Wealth Management first reported a position in National Healthcare in Q3 2024 and held it in 1 quarter.
  • Revisor Wealth Management's National Healthcare position peaked at $272K in Q3 2024.
  • 185 funds tracked by Wall St. Rank held National Healthcare as of Q4 2024.

Based on Revisor Wealth Management's 13F filing for Q4 2024, filed 20 Feb 2025.