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TCI Wealth Advisors’s National Healthcare NHC Stock Holding History

TCI Wealth Advisors’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
2023
Q1 		– Sell
-147
Closed -$8.75K – 2599
2022
Q4 		$8.75K Buy
147
+107
+268% +$6.49K ﹤0.01% 1159
2022
Q3 		$3K Buy
40
+20
+100% +$1.39K ﹤0.01% 1803
2022
Q2 		$1K Buy
+20
New +$1.4K ﹤0.01% 2167
2022
Q1 		– Sell
-49
Closed -$3K – 2376
2021
Q4 		$3K Hold
49
– – ﹤0.01% 2016
2021
Q3 		$3K Hold
49
– – ﹤0.01% 1972
2021
Q2 		$3K Buy
+49
New +$3.56K ﹤0.01% 1806

Other funds holding NHC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

TCI Wealth Advisors's NHC Position: Q1 2023 in Review

TCI Wealth Advisors sold out of National Healthcare (NHC) in Q1 2023, closing a stake of 147 shares — an estimated $8.75K sold.

TCI Wealth Advisors first reported a position in NHC in Q2 2021 and held it in 6 quarters. The position peaked at $8.75K in Q4 2022. 136 funds tracked by Wall St. Rank hold NHC as of Q1 2023.

  • TCI Wealth Advisors reported no remaining National Healthcare position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 147 National Healthcare shares in Q1 2023, an estimated $8.75K.
  • TCI Wealth Advisors first reported a position in National Healthcare in Q2 2021 and held it in 6 quarters.
  • TCI Wealth Advisors's National Healthcare position peaked at $8.75K in Q4 2022.
  • 136 funds tracked by Wall St. Rank held National Healthcare as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.