Williams Jones Wealth Management’s Tenet Healthcare THC Stock Holding History

Williams Jones Wealth Management’s Portfolio THC Stock Details THC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,977	Closed	-$495K	–	539
2024 Q3	$495K	Sell	2,977 -987	-25%	-$149K	0.01%	360
2024 Q2	$527K	Buy	3,964 +872	+28%	+$105K	0.01%	338
2024 Q1	$325K	Buy	3,092 +5	+0.2%	+$449	﹤0.01%	417
2023 Q4	$233K	Hold	3,087	–	–	﹤0.01%	468
2023 Q3	$203K	Hold	3,087	–	–	﹤0.01%	490
2023 Q2	$251K	Buy	+3,087	New	+$220K	﹤0.01%	441
2022 Q2	–	Sell	-3,087	Closed	-$265K	–	608
2022 Q1	$265K	Hold	3,087	–	–	﹤0.01%	439
2021 Q4	$252K	Sell	3,087 -1,000	-24%	-$73.1K	﹤0.01%	428
2021 Q3	$272K	Hold	4,087	–	–	﹤0.01%	414
2021 Q2	$274K	Hold	4,087	–	–	﹤0.01%	420
2021 Q1	$213K	Buy	+4,087	New	+$207K	﹤0.01%	450

Other funds holding THC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Williams Jones Wealth Management's THC Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of Tenet Healthcare (THC) in Q4 2024, closing a stake of 2,977 shares — an estimated $495K sold.

Williams Jones Wealth Management first reported a position in THC in Q1 2021 and held it in 11 quarters. The position peaked at $527K in Q2 2024. 578 funds tracked by Wall St. Rank hold THC as of Q4 2024.

Williams Jones Wealth Management reported no remaining Tenet Healthcare position as of Q4 2024 after selling out during the quarter.
Williams Jones Wealth Management sold 2,977 Tenet Healthcare shares in Q4 2024, an estimated $495K.
Williams Jones Wealth Management first reported a position in Tenet Healthcare in Q1 2021 and held it in 11 quarters.
Williams Jones Wealth Management's Tenet Healthcare position peaked at $527K in Q2 2024.
578 funds tracked by Wall St. Rank held Tenet Healthcare as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.