Arete Wealth Advisors’s HCA Healthcare HCA Stock Holding History

Arete Wealth Advisors’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
2023 Q3	–	Sell	-811	Closed	-$246K	–	594
2023 Q2	$246K	Sell	811 -1,079	-57%	-$300K	0.02%	545
2023 Q1	$498K	Buy	1,890 +601	+47%	+$153K	0.04%	344
2022 Q4	$309K	Buy	1,289 +25	+2%	+$5.6K	0.03%	451
2022 Q3	$232K	Buy	1,264 +24	+2%	+$4.78K	0.02%	484
2022 Q2	$208K	Hold	1,240	–	–	0.02%	423
2022 Q1	$311K	Hold	1,240	–	–	0.03%	369
2021 Q4	$315K	Hold	1,240	–	–	0.03%	375
2021 Q3	$301K	Hold	1,240	–	–	0.03%	327
2021 Q2	$236K	Buy	+1,240	New	+$253K	0.03%	304

Other funds holding HCA

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arete Wealth Advisors's HCA Position: Q3 2023 in Review

Arete Wealth Advisors sold out of HCA Healthcare (HCA) in Q3 2023, closing a stake of 811 shares — an estimated $246K sold.

Arete Wealth Advisors first reported a position in HCA in Q2 2021 and held it in 9 quarters. The position peaked at $498K in Q1 2023. 1,000 funds tracked by Wall St. Rank hold HCA as of Q3 2023.

Arete Wealth Advisors reported no remaining HCA Healthcare position as of Q3 2023 after selling out during the quarter.
Arete Wealth Advisors sold 811 HCA Healthcare shares in Q3 2023, an estimated $246K.
Arete Wealth Advisors first reported a position in HCA Healthcare in Q2 2021 and held it in 9 quarters.
Arete Wealth Advisors's HCA Healthcare position peaked at $498K in Q1 2023.
1,000 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2023.

Based on Arete Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.