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SYSTM Wealth Solutions’s National Health Investors NHI Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-351
Closed -$24.1K – 445
2024
Q2 		$24.1K Hold
351
– – 0.01% 341
2024
Q1 		$22.3K Hold
351
– – ﹤0.01% 683
2023
Q4 		$19.9K Buy
+351
New +$18.6K ﹤0.01% 719

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

SYSTM Wealth Solutions's NHI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of National Health Investors (NHI) in Q3 2024, closing a stake of 351 shares — an estimated $24.1K sold.

SYSTM Wealth Solutions first reported a position in NHI in Q4 2023 and held it in 3 quarters. The position peaked at $24.1K in Q2 2024. 283 funds tracked by Wall St. Rank hold NHI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining National Health Investors position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 351 National Health Investors shares in Q3 2024, an estimated $24.1K.
  • SYSTM Wealth Solutions first reported a position in National Health Investors in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's National Health Investors position peaked at $24.1K in Q2 2024.
  • 283 funds tracked by Wall St. Rank held National Health Investors as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.