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WR Wealth Planners’s National Healthcare NHC Stock Holding History

WR Wealth Planners’s Portfolio NHC Stock Details NHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$323 Hold
3
– – ﹤0.01% 1038
2024
Q3 		$377 Hold
3
– – ﹤0.01% 1063
2024
Q2 		$325 Hold
3
– – ﹤0.01% 1072
2024
Q1 		$284 Buy
+3
New +$284 ﹤0.01% 1119

Other funds holding NHC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's NHC Position: Q4 2024 in Review

WR Wealth Planners held its National Healthcare (NHC) position steady in Q4 2024 at 3 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

WR Wealth Planners first reported a position in NHC in Q1 2024 and has held it in 4 quarters since. The position peaked at $377 in Q3 2024. 185 funds tracked by Wall St. Rank hold NHC as of Q4 2024.

  • WR Wealth Planners held 3 shares of National Healthcare worth $323 as of Q4 2024.
  • WR Wealth Planners left its National Healthcare share count unchanged in Q4 2024.
  • National Healthcare made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1038 holding.
  • WR Wealth Planners first reported a position in National Healthcare in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's National Healthcare position peaked at $377 in Q3 2024.
  • 185 funds tracked by Wall St. Rank held National Healthcare as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.