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SYSTM Wealth Solutions’s Sabra Healthcare REIT SBRA Stock Holding History

SYSTM Wealth Solutions’s Portfolio SBRA Stock Details SBRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,601
Closed -$40.1K – 525
2024
Q2 		$40.1K Hold
2,601
– – 0.01% 296
2024
Q1 		$38.4K Hold
2,601
– – ﹤0.01% 617
2023
Q4 		$37.1K Buy
+2,601
New +$36.9K 0.01% 631

Other funds holding SBRA

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of Sabra Healthcare REIT (SBRA) in Q3 2024, closing a stake of 2,601 shares — an estimated $40.1K sold.

SYSTM Wealth Solutions first reported a position in SBRA in Q4 2023 and held it in 3 quarters. The position peaked at $40.1K in Q2 2024. 379 funds tracked by Wall St. Rank hold SBRA as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Sabra Healthcare REIT position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,601 Sabra Healthcare REIT shares in Q3 2024, an estimated $40.1K.
  • SYSTM Wealth Solutions first reported a position in Sabra Healthcare REIT in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Sabra Healthcare REIT position peaked at $40.1K in Q2 2024.
  • 379 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q3 2024.

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