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Values First Advisors’s National Healthcare NHC Stock Holding History

Values First 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
Q2 		– Sell
-46
Closed -$2.69K – 274
2023
Q1 		$2.69K Buy
+46
New +$2.64K ﹤0.01% 290

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Values First Advisors's NHC Position: Q2 2023 in Review

Values First Advisors sold out of National Healthcare (NHC) in Q2 2023, closing a stake of 46 shares — an estimated $2.69K sold.

Values First Advisors first reported a position in NHC in Q1 2023 and held it in 1 quarter. The position peaked at $2.69K in Q1 2023. 132 funds tracked by Wall St. Rank hold NHC as of Q2 2023.

  • Values First Advisors reported no remaining National Healthcare position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 46 National Healthcare shares in Q2 2023, an estimated $2.69K.
  • Values First Advisors first reported a position in National Healthcare in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's National Healthcare position peaked at $2.69K in Q1 2023.
  • 132 funds tracked by Wall St. Rank held National Healthcare as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.