APA
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American Portfolios Advisors’s Health Catalyst HCAT Stock Holding History

American Portfolios Advisors’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
Q4 		– Sell
-63
Closed -$3.15K – 3551
2021
Q3 		$3.15K Hold
63
– – ﹤0.01% 3026
2021
Q2 		$3.5K Hold
63
– – ﹤0.01% 2965
2021
Q1 		$2.95K Hold
63
– – ﹤0.01% 2877
2020
Q4 		$2.74K Hold
63
– – ﹤0.01% 2618
2020
Q3 		$2.31K Buy
+63
New +$2.14K ﹤0.01% 2559

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

American Portfolios Advisors's HCAT Position: Q4 2021 in Review

American Portfolios Advisors sold out of Health Catalyst (HCAT) in Q4 2021, closing a stake of 63 shares — an estimated $3.15K sold.

American Portfolios Advisors first reported a position in HCAT in Q3 2020 and held it in 5 quarters. The position peaked at $3.5K in Q2 2021. 187 funds tracked by Wall St. Rank hold HCAT as of Q4 2021.

  • American Portfolios Advisors reported no remaining Health Catalyst position as of Q4 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 63 Health Catalyst shares in Q4 2021, an estimated $3.15K.
  • American Portfolios Advisors first reported a position in Health Catalyst in Q3 2020 and held it in 5 quarters.
  • American Portfolios Advisors's Health Catalyst position peaked at $3.5K in Q2 2021.
  • 187 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.