Ameriprise
HCAT icon

Ameriprise’s Health Catalyst HCAT Stock Holding History

Ameriprise’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
2025
Q1 		– Sell
-67,607
Closed -$478K – 4078
2024
Q4 		$478K Sell
67,607
-76,531
-53% -$610K ﹤0.01% 3539
2024
Q3 		$1.17M Sell
144,138
-167,522
-54% -$1.21M ﹤0.01% 3153
2024
Q2 		$1.99M Sell
311,660
-113,495
-27% -$729K ﹤0.01% 2867
2024
Q1 		$3.2M Sell
425,155
-19,574
-4% -$179K ﹤0.01% 2633
2023
Q4 		$4.12M Sell
444,729
-49,111
-10% -$401K ﹤0.01% 2492
2023
Q3 		$5M Buy
493,840
+144,938
+42% +$1.73M ﹤0.01% 2297
2023
Q2 		$4.36M Sell
348,902
-7,510
-2% -$89.4K ﹤0.01% 2447
2023
Q1 		$4.16M Buy
356,412
+80,173
+29% +$1.02M ﹤0.01% 2441
2022
Q4 		$2.94M Sell
276,239
-25,081
-8% -$242K ﹤0.01% 2620
2022
Q3 		$2.92M Buy
301,320
+195,066
+184% +$2.58M ﹤0.01% 2584
2022
Q2 		$1.54M Buy
+106,254
New +$1.81M ﹤0.01% 2923
2020
Q3 		– Sell
-70,314
Closed -$2.05M – 3752
2020
Q2 		$2.05M Buy
70,314
+38,285
+120% +$1.06M ﹤0.01% 2591
2020
Q1 		$837K Buy
32,029
+8,915
+39% +$272K ﹤0.01% 2900
2019
Q4 		$802K Buy
23,114
+1,505
+7% +$49.8K ﹤0.01% 3154
2019
Q3 		$684K Buy
+21,609
New +$851K ﹤0.01% 3177

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return