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Selective Wealth Management’s National Health Investors NHI Stock Holding History

Selective Wealth Management’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
2021
Q2 		– Sell
-1,448
Closed -$105K – 530
2021
Q1 		$105K Buy
+1,448
New +$101K 0.1% 80

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Selective Wealth Management's NHI Position: Q2 2021 in Review

Selective Wealth Management sold out of National Health Investors (NHI) in Q2 2021, closing a stake of 1,448 shares — an estimated $105K sold.

Selective Wealth Management first reported a position in NHI in Q1 2021 and held it in 1 quarter. The position peaked at $105K in Q1 2021. 239 funds tracked by Wall St. Rank hold NHI as of Q2 2021.

  • Selective Wealth Management reported no remaining National Health Investors position as of Q2 2021 after selling out during the quarter.
  • Selective Wealth Management sold 1,448 National Health Investors shares in Q2 2021, an estimated $105K.
  • Selective Wealth Management first reported a position in National Health Investors in Q1 2021 and held it in 1 quarter.
  • Selective Wealth Management's National Health Investors position peaked at $105K in Q1 2021.
  • 239 funds tracked by Wall St. Rank held National Health Investors as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.