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TFO Wealth Partners’s Sabra Healthcare REIT SBRA Stock Holding History

TFO Wealth Partners’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
2022
Q3 		– Sell
-520
Closed -$7K – 428
2022
Q2 		$7K Buy
+520
New +$6.95K ﹤0.01% 176

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Deutsche Bank
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CIM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
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Charles Schwab
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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TFO Wealth Partners's SBRA Position: Q3 2022 in Review

TFO Wealth Partners sold out of Sabra Healthcare REIT (SBRA) in Q3 2022, closing a stake of 520 shares — an estimated $7K sold.

TFO Wealth Partners first reported a position in SBRA in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 332 funds tracked by Wall St. Rank hold SBRA as of Q3 2022.

  • TFO Wealth Partners reported no remaining Sabra Healthcare REIT position as of Q3 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 520 Sabra Healthcare REIT shares in Q3 2022, an estimated $7K.
  • TFO Wealth Partners first reported a position in Sabra Healthcare REIT in Q2 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Sabra Healthcare REIT position peaked at $7K in Q2 2022.
  • 332 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.