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Wetzel Investment Advisors’s NRC Health Common Stock NRC Stock Holding History

Wetzel Investment Advisors’s Portfolio NRC Stock Details NRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-252
Closed -$9.98K – 638
2024
Q2 		$9.98K Hold
252
– – 0.01% 466
2024
Q1 		$8.28K Hold
252
– – ﹤0.01% 574
2023
Q4 		$10K Buy
+252
New +$10.5K 0.01% 524

Other funds holding NRC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wetzel Investment Advisors's NRC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of NRC Health Common Stock (NRC) in Q3 2024, closing a stake of 252 shares — an estimated $9.98K sold.

Wetzel Investment Advisors first reported a position in NRC in Q4 2023 and held it in 3 quarters. The position peaked at $10K in Q4 2023. 138 funds tracked by Wall St. Rank hold NRC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining NRC Health Common Stock position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 252 NRC Health Common Stock shares in Q3 2024, an estimated $9.98K.
  • Wetzel Investment Advisors first reported a position in NRC Health Common Stock in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's NRC Health Common Stock position peaked at $10K in Q4 2023.
  • 138 funds tracked by Wall St. Rank held NRC Health Common Stock as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.