AWM
HSCS icon

Accurate Wealth Management’s Heart Test Laboratories HSCS Stock Holding History

Accurate Wealth Management’s Portfolio HSCS Stock Details HSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-204
Closed -$2.04K – 333
2024
Q1 		$2.04K Hold
204
– – ﹤0.01% 288
2023
Q4 		$2.9K Buy
+204
New +$5.02K ﹤0.01% 273

Other funds holding HSCS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accurate Wealth Management's HSCS Position: Q2 2024 in Review

Accurate Wealth Management sold out of Heart Test Laboratories (HSCS) in Q2 2024, closing a stake of 204 shares — an estimated $2.04K sold.

Accurate Wealth Management first reported a position in HSCS in Q4 2023 and held it in 2 quarters. The position peaked at $2.9K in Q4 2023. 7 funds tracked by Wall St. Rank hold HSCS as of Q2 2024.

  • Accurate Wealth Management reported no remaining Heart Test Laboratories position as of Q2 2024 after selling out during the quarter.
  • Accurate Wealth Management sold 204 Heart Test Laboratories shares in Q2 2024, an estimated $2.04K.
  • Accurate Wealth Management first reported a position in Heart Test Laboratories in Q4 2023 and held it in 2 quarters.
  • Accurate Wealth Management's Heart Test Laboratories position peaked at $2.9K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Heart Test Laboratories as of Q2 2024.

Based on Accurate Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.