WR Wealth Planners’s Omega Healthcare OHI Stock Holding History

WR Wealth Planners’s Portfolio OHI Stock Details OHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-39	Closed	-$1.09K	–	545
2022 Q2	$1.09K	Hold	39	–	–	﹤0.01%	453
2022 Q1	$1.2K	Buy	+39	New	+$1.15K	﹤0.01%	459

Other funds holding OHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's OHI Position: Q3 2022 in Review

WR Wealth Planners sold out of Omega Healthcare (OHI) in Q3 2022, closing a stake of 39 shares — an estimated $1.09K sold.

WR Wealth Planners first reported a position in OHI in Q1 2022 and held it in 2 quarters. The position peaked at $1.2K in Q1 2022. 494 funds tracked by Wall St. Rank hold OHI as of Q3 2022.

WR Wealth Planners reported no remaining Omega Healthcare position as of Q3 2022 after selling out during the quarter.
WR Wealth Planners sold 39 Omega Healthcare shares in Q3 2022, an estimated $1.09K.
WR Wealth Planners first reported a position in Omega Healthcare in Q1 2022 and held it in 2 quarters.
WR Wealth Planners's Omega Healthcare position peaked at $1.2K in Q1 2022.
494 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2022.

Based on WR Wealth Planners's 13F filing for Q3 2022, filed 10 Oct 2024.