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Wagner Wealth Management (South Carolina)’s National Health Investors NHI Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-259
Closed -$15K – 546
2022
Q3 		$15K Buy
+259
New +$16.3K 0.01% 362
2021
Q3 		– Sell
-73
Closed -$5K – 694
2021
Q2 		$5K Buy
+73
New +$5.09K ﹤0.01% 576
2017
Q4 		– Hold
0
– – – 741

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
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
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
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

Wagner Wealth Management (South Carolina)'s NHI Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of National Health Investors (NHI) in Q4 2022, closing a stake of 259 shares — an estimated $15K sold.

Wagner Wealth Management (South Carolina) first reported a position in NHI in Q2 2021 and held it in 2 quarters. The position peaked at $15K in Q3 2022. 233 funds tracked by Wall St. Rank hold NHI as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining National Health Investors position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 259 National Health Investors shares in Q4 2022, an estimated $15K.
  • Wagner Wealth Management (South Carolina) first reported a position in National Health Investors in Q2 2021 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s National Health Investors position peaked at $15K in Q3 2022.
  • 233 funds tracked by Wall St. Rank held National Health Investors as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.