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Altium Wealth Management’s HCA Healthcare HCA Stock Holding History

Altium Wealth Management’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
Q2 		$592K Buy
3,521
+220
+7% +$47.3K 0.04% 211
2022
Q1 		$827K Buy
3,301
+207
+7% +$52K 0.05% 182
2021
Q4 		$795K Buy
3,094
+195
+7% +$47.7K 0.05% 181
2021
Q3 		$704K Buy
2,899
+397
+16% +$97.1K 0.05% 179
2021
Q2 		$517K Buy
2,502
+148
+6% +$30.2K 0.04% 220
2021
Q1 		$443K Buy
2,354
+413
+21% +$72.8K 0.04% 243
2020
Q4 		$319K Buy
+1,941
New +$284K 0.03% 273

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Altium Wealth Management's HCA Position: Q2 2022 in Review

Altium Wealth Management increased its HCA Healthcare (HCA) stake by 6.7% in Q2 2022, buying an estimated $47.3K and bringing the position to 3,521 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #211.

Altium Wealth Management first reported a position in HCA in Q4 2020 and has held it in 7 quarters since. The position peaked at $827K in Q1 2022. 883 funds tracked by Wall St. Rank hold HCA as of Q2 2022.

  • Altium Wealth Management held 3,521 shares of HCA Healthcare worth $592K as of Q2 2022.
  • Altium Wealth Management bought 220 HCA Healthcare shares in Q2 2022, an estimated $47.3K.
  • HCA Healthcare made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #211 holding.
  • Altium Wealth Management first reported a position in HCA Healthcare in Q4 2020 and has held it in 7 quarters since.
  • Altium Wealth Management's HCA Healthcare position peaked at $827K in Q1 2022.
  • 883 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.