Wealth Enhancement Advisory Services
NUTX

Wealth Enhancement Advisory Services’s Nutex Health NUTX Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q2 		– Sell
-133
Closed -$1.92K – 2676
2024
Q1 		$1.92K Buy
133
+46
+53% +$926 ﹤0.01% 2458
2023
Q4 		$2.34K Hold
87
– – ﹤0.01% 2315
2023
Q3 		$2.63K Buy
+87
New +$4.2K ﹤0.01% 2237

Other funds holding NUTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 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
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services's NUTX Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of Nutex Health (NUTX) in Q2 2024, closing a stake of 133 shares — an estimated $1.92K sold.

Wealth Enhancement Advisory Services first reported a position in NUTX in Q3 2023 and held it in 3 quarters. The position peaked at $2.63K in Q3 2023. 26 funds tracked by Wall St. Rank hold NUTX as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining Nutex Health position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 133 Nutex Health shares in Q2 2024, an estimated $1.92K.
  • Wealth Enhancement Advisory Services first reported a position in Nutex Health in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Nutex Health position peaked at $2.63K in Q3 2023.
  • 26 funds tracked by Wall St. Rank held Nutex Health as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.