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Spire Wealth Management’s National Healthcare NHC Stock Holding History

Spire 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
-100
Closed -$12.6K – 2501
2024
Q3 		$12.6K Hold
100
– – ﹤0.01% 1579
2024
Q2 		$10.8K Hold
100
– – ﹤0.01% 1616
2024
Q1 		$9.45K Hold
100
– – ﹤0.01% 1730
2023
Q4 		$9.64K Hold
100
– – ﹤0.01% 1769
2023
Q3 		$6.4K Sell
100
-53
-35% -$3.4K ﹤0.01% 1864
2023
Q2 		$9.46K Hold
153
– – ﹤0.01% 1837
2023
Q1 		$8.88K Buy
153
+53
+53% +$3.05K ﹤0.01% 1892
2022
Q4 		$6K Buy
+100
New +$6.06K ﹤0.01% 1788

Other funds holding NHC

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
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

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

Spire Wealth Management sold out of National Healthcare (NHC) in Q4 2024, closing a stake of 100 shares — an estimated $12.6K sold.

Spire Wealth Management first reported a position in NHC in Q4 2022 and held it in 8 quarters. The position peaked at $12.6K in Q3 2024. 185 funds tracked by Wall St. Rank hold NHC as of Q4 2024.

  • Spire Wealth Management reported no remaining National Healthcare position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 100 National Healthcare shares in Q4 2024, an estimated $12.6K.
  • Spire Wealth Management first reported a position in National Healthcare in Q4 2022 and held it in 8 quarters.
  • Spire Wealth Management's National Healthcare position peaked at $12.6K in Q3 2024.
  • 185 funds tracked by Wall St. Rank held National Healthcare as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.