Advisornet Financial’s Health Catalyst HCAT Stock Holding History

Advisornet Financial’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
2023 Q1	–	Sell	-1,200	Closed	-$12.8K	–	2439
2022 Q4	$12.8K	Hold	1,200	–	–	﹤0.01%	1223
2022 Q3	$12K	Hold	1,200	–	–	﹤0.01%	1283
2022 Q2	$17K	Hold	1,200	–	–	﹤0.01%	1185
2022 Q1	$31K	Hold	1,200	–	–	﹤0.01%	1117
2021 Q4	$48K	Hold	1,200	–	–	﹤0.01%	1026
2021 Q3	$60K	Buy	+1,200	New	+$65.4K	﹤0.01%	943

Other funds holding HCAT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daventry Group New York $133M AUM 32.28% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Advisornet Financial's HCAT Position: Q1 2023 in Review

Advisornet Financial sold out of Health Catalyst (HCAT) in Q1 2023, closing a stake of 1,200 shares — an estimated $12.8K sold.

Advisornet Financial first reported a position in HCAT in Q3 2021 and held it in 6 quarters. The position peaked at $60K in Q3 2021. 161 funds tracked by Wall St. Rank hold HCAT as of Q1 2023.

Advisornet Financial reported no remaining Health Catalyst position as of Q1 2023 after selling out during the quarter.
Advisornet Financial sold 1,200 Health Catalyst shares in Q1 2023, an estimated $12.8K.
Advisornet Financial first reported a position in Health Catalyst in Q3 2021 and held it in 6 quarters.
Advisornet Financial's Health Catalyst position peaked at $60K in Q3 2021.
161 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2023.

Based on Advisornet Financial's 13F filing for Q1 2023, filed 28 Apr 2023.