Advocacy Wealth Management Services’s HCA Healthcare HCA Stock Holding History

Advocacy Wealth Management Services’s Portfolio HCA Stock Details HCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-139	Closed	-$28K	–	75
2022 Q3	$28K	Hold	139	–	–	﹤0.01%	64
2022 Q2	$23K	Hold	139	–	–	﹤0.01%	80
2022 Q1	$35K	Buy	139 +33	+31%	+$8.29K	0.01%	65
2021 Q4	$27K	Hold	106	–	–	﹤0.01%	79
2021 Q3	$26K	Hold	106	–	–	﹤0.01%	77
2021 Q2	$22K	Hold	106	–	–	﹤0.01%	103
2021 Q1	$20K	Sell	106 -30	-22%	-$5.29K	﹤0.01%	94
2020 Q4	$22K	Sell	136 -24	-15%	-$3.51K	﹤0.01%	83
2020 Q3	$20K	Sell	160 -33	-17%	-$4.08K	﹤0.01%	81
2020 Q2	$19K	Buy	193 +43	+29%	+$4.47K	﹤0.01%	86
2020 Q1	$13K	Buy	+150	New	+$19.4K	﹤0.01%	91

Other funds holding HCA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Advocacy Wealth Management Services's HCA Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of HCA Healthcare (HCA) in Q4 2022, closing a stake of 139 shares — an estimated $28K sold.

Advocacy Wealth Management Services first reported a position in HCA in Q1 2020 and held it in 11 quarters. The position peaked at $35K in Q1 2022. 961 funds tracked by Wall St. Rank hold HCA as of Q4 2022.

Advocacy Wealth Management Services reported no remaining HCA Healthcare position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 139 HCA Healthcare shares in Q4 2022, an estimated $28K.
Advocacy Wealth Management Services first reported a position in HCA Healthcare in Q1 2020 and held it in 11 quarters.
Advocacy Wealth Management Services's HCA Healthcare position peaked at $35K in Q1 2022.
961 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.