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Teamwork Financial Advisors’s National Health Investors NHI Stock Holding History

Teamwork Financial Advisors’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
2022
Q2 		– Sell
-3,805
Closed -$225K – 237
2022
Q1 		$225K Buy
+3,805
New +$217K 0.04% 229
2020
Q1 		– Sell
-3,094
Closed -$252K – 128
2019
Q4 		$252K Buy
+3,094
New +$253K 0.15% 97

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Teamwork Financial Advisors's NHI Position: Q2 2022 in Review

Teamwork Financial Advisors sold out of National Health Investors (NHI) in Q2 2022, closing a stake of 3,805 shares — an estimated $225K sold.

Teamwork Financial Advisors first reported a position in NHI in Q4 2019 and held it in 2 quarters. The position peaked at $252K in Q4 2019. 235 funds tracked by Wall St. Rank hold NHI as of Q2 2022.

  • Teamwork Financial Advisors reported no remaining National Health Investors position as of Q2 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 3,805 National Health Investors shares in Q2 2022, an estimated $225K.
  • Teamwork Financial Advisors first reported a position in National Health Investors in Q4 2019 and held it in 2 quarters.
  • Teamwork Financial Advisors's National Health Investors position peaked at $252K in Q4 2019.
  • 235 funds tracked by Wall St. Rank held National Health Investors as of Q2 2022.

Based on Teamwork Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.