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Abich Financial Wealth Management’s Health Catalyst HCAT Stock Holding History

Abich Financial Wealth Management’s Portfolio HCAT Stock Details HCAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-143
Closed -$914 – 595
2024
Q2 		$914 Buy
+143
New +$918 ﹤0.01% 627

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FLAM
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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
DG
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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Abich Financial Wealth Management's HCAT Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Health Catalyst (HCAT) in Q3 2024, closing a stake of 143 shares — an estimated $914 sold.

Abich Financial Wealth Management first reported a position in HCAT in Q2 2024 and held it in 1 quarter. The position peaked at $914 in Q2 2024. 159 funds tracked by Wall St. Rank hold HCAT as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Health Catalyst position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 143 Health Catalyst shares in Q3 2024, an estimated $914.
  • Abich Financial Wealth Management first reported a position in Health Catalyst in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Health Catalyst position peaked at $914 in Q2 2024.
  • 159 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.