SSG
RHE

Summit Securities Group’s Regional Health Properties, Inc. RHE Stock Holding History

Summit Securities Group’s Portfolio RHE Stock Details RHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,000
Closed -$2K – 1119
2023
Q2 		$2K Buy
+1,000
New +$3.35K ﹤0.01% 846

Other funds holding RHE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Summit Securities Group's RHE Position: Q3 2023 in Review

Summit Securities Group sold out of Regional Health Properties, Inc. (RHE) in Q3 2023, closing a stake of 1,000 shares — an estimated $2K sold.

Summit Securities Group first reported a position in RHE in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 10 funds tracked by Wall St. Rank hold RHE as of Q3 2023.

  • Summit Securities Group reported no remaining Regional Health Properties, Inc. position as of Q3 2023 after selling out during the quarter.
  • Summit Securities Group sold 1,000 Regional Health Properties, Inc. shares in Q3 2023, an estimated $2K.
  • Summit Securities Group first reported a position in Regional Health Properties, Inc. in Q2 2023 and held it in 1 quarter.
  • Summit Securities Group's Regional Health Properties, Inc. position peaked at $2K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Regional Health Properties, Inc. as of Q3 2023.

Based on Summit Securities Group's 13F filing for Q3 2023, filed 13 Nov 2023.