SSWG
CHCT

Seven Springs Wealth Group’s Community Healthcare Trust CHCT Stock Holding History

Seven Springs Wealth Group’s Portfolio CHCT Stock Details CHCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-250
Closed -$12K – 87
2021
Q1 		$12K Hold
250
– – 0.01% 118
2020
Q4 		$12K Hold
250
– – 0.01% 114
2020
Q3 		$12K Hold
250
– – 0.01% 112
2020
Q2 		$10K Hold
250
– – 0.01% 117
2020
Q1 		$10K Hold
250
– – 0.01% 116
2019
Q4 		$11K Buy
+250
New +$11.4K 0.01% 164

Other funds holding CHCT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Seven Springs Wealth Group's CHCT Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Community Healthcare Trust (CHCT) in Q2 2021, closing a stake of 250 shares — an estimated $12K sold.

Seven Springs Wealth Group first reported a position in CHCT in Q4 2019 and held it in 6 quarters. The position peaked at $12K in Q1 2021. 181 funds tracked by Wall St. Rank hold CHCT as of Q2 2021.

  • Seven Springs Wealth Group reported no remaining Community Healthcare Trust position as of Q2 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 250 Community Healthcare Trust shares in Q2 2021, an estimated $12K.
  • Seven Springs Wealth Group first reported a position in Community Healthcare Trust in Q4 2019 and held it in 6 quarters.
  • Seven Springs Wealth Group's Community Healthcare Trust position peaked at $12K in Q1 2021.
  • 181 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.