SOS
NUTX

Silver Oak Securities’s Nutex Health NUTX Stock Holding History

Silver Oak Securities’s Portfolio NUTX Stock Details NUTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-220
Closed -$14K – 483
2023
Q2 		$14K Buy
220
+33
+18% +$2.83K ﹤0.01% 422
2023
Q1 		$28K Buy
+187
New +$37.9K ﹤0.01% 395

Other funds holding NUTX

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Silver Oak Securities's NUTX Position: Q3 2023 in Review

Silver Oak Securities sold out of Nutex Health (NUTX) in Q3 2023, closing a stake of 220 shares — an estimated $14K sold.

Silver Oak Securities first reported a position in NUTX in Q1 2023 and held it in 2 quarters. The position peaked at $28K in Q1 2023. 59 funds tracked by Wall St. Rank hold NUTX as of Q3 2023.

  • Silver Oak Securities reported no remaining Nutex Health position as of Q3 2023 after selling out during the quarter.
  • Silver Oak Securities sold 220 Nutex Health shares in Q3 2023, an estimated $14K.
  • Silver Oak Securities first reported a position in Nutex Health in Q1 2023 and held it in 2 quarters.
  • Silver Oak Securities's Nutex Health position peaked at $28K in Q1 2023.
  • 59 funds tracked by Wall St. Rank held Nutex Health as of Q3 2023.

Based on Silver Oak Securities's 13F filing for Q3 2023, filed 18 Oct 2023.