VPIM
NUTX

Vanguard Personalized Indexing Management’s Nutex Health NUTX Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio NUTX Stock Details NUTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-115
Closed -$3.49K – 1613
2023
Q3 		$3.49K Buy
+115
New +$5.55K ﹤0.01% 1478

Other funds holding NUTX

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vanguard Personalized Indexing Management's NUTX Position: Q4 2023 in Review

Vanguard Personalized Indexing Management sold out of Nutex Health (NUTX) in Q4 2023, closing a stake of 115 shares — an estimated $3.49K sold.

Vanguard Personalized Indexing Management first reported a position in NUTX in Q3 2023 and held it in 1 quarter. The position peaked at $3.49K in Q3 2023. 49 funds tracked by Wall St. Rank hold NUTX as of Q4 2023.

  • Vanguard Personalized Indexing Management reported no remaining Nutex Health position as of Q4 2023 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 115 Nutex Health shares in Q4 2023, an estimated $3.49K.
  • Vanguard Personalized Indexing Management first reported a position in Nutex Health in Q3 2023 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's Nutex Health position peaked at $3.49K in Q3 2023.
  • 49 funds tracked by Wall St. Rank held Nutex Health as of Q4 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2023, filed 8 Feb 2024.