TD Private Client Wealth’s National Healthcare NHC Stock Holding History

TD Private Client Wealth’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
2021 Q4	–	Sell	-9	Closed	-$630	–	1234
2021 Q3	$630	Sell	9 -2,000	-100%	-$145K	﹤0.01%	1147
2021 Q2	$140K	Hold	2,009	–	–	0.01%	568
2021 Q1	$157K	Hold	2,009	–	–	0.01%	532
2020 Q4	$133K	Hold	2,009	–	–	0.01%	525
2020 Q3	$125K	Hold	2,009	–	–	0.01%	503
2020 Q2	$127K	Buy	2,009 +9	+0.5%	+$603	0.01%	496
2020 Q1	$143K	Hold	2,000	–	–	0.01%	452
2019 Q4	$173K	Buy	+2,000	New	+$167K	0.01%	463

Other funds holding NHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

TD Private Client Wealth's NHC Position: Q4 2021 in Review

TD Private Client Wealth sold out of National Healthcare (NHC) in Q4 2021, closing a stake of 9 shares — an estimated $630 sold.

TD Private Client Wealth first reported a position in NHC in Q4 2019 and held it in 8 quarters. The position peaked at $173K in Q4 2019. 130 funds tracked by Wall St. Rank hold NHC as of Q4 2021.

TD Private Client Wealth reported no remaining National Healthcare position as of Q4 2021 after selling out during the quarter.
TD Private Client Wealth sold 9 National Healthcare shares in Q4 2021, an estimated $630.
TD Private Client Wealth first reported a position in National Healthcare in Q4 2019 and held it in 8 quarters.
TD Private Client Wealth's National Healthcare position peaked at $173K in Q4 2019.
130 funds tracked by Wall St. Rank held National Healthcare as of Q4 2021.

Based on TD Private Client Wealth's 13F filing for Q4 2021, filed 16 Aug 2024.