AWC
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Abundance Wealth Counselors’s Health Catalyst HCAT Stock Holding History

Abundance Wealth Counselors’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
2021
Q2 		– Sell
-1,000
Closed -$47K – 199
2021
Q1 		$47K Buy
+1,000
New +$48.4K 0.01% 171

Other funds holding HCAT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Abundance Wealth Counselors's HCAT Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of Health Catalyst (HCAT) in Q2 2021, closing a stake of 1,000 shares — an estimated $47K sold.

Abundance Wealth Counselors first reported a position in HCAT in Q1 2021 and held it in 1 quarter. The position peaked at $47K in Q1 2021. 198 funds tracked by Wall St. Rank hold HCAT as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining Health Catalyst position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 1,000 Health Catalyst shares in Q2 2021, an estimated $47K.
  • Abundance Wealth Counselors first reported a position in Health Catalyst in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's Health Catalyst position peaked at $47K in Q1 2021.
  • 198 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.