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Artemis Wealth Advisors’s Healthcare Services Group HCSG Stock Holding History

Artemis Wealth Advisors’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-793
Closed -$25K – 85
2021
Q2 		$25K Buy
+793
New +$24.1K ﹤0.01% 55

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State Street
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Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VBA
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Ensign Peak Advisors
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Artemis Wealth Advisors's HCSG Position: Q3 2021 in Review

Artemis Wealth Advisors sold out of Healthcare Services Group (HCSG) in Q3 2021, closing a stake of 793 shares — an estimated $25K sold.

Artemis Wealth Advisors first reported a position in HCSG in Q2 2021 and held it in 1 quarter. The position peaked at $25K in Q2 2021. 239 funds tracked by Wall St. Rank hold HCSG as of Q3 2021.

  • Artemis Wealth Advisors reported no remaining Healthcare Services Group position as of Q3 2021 after selling out during the quarter.
  • Artemis Wealth Advisors sold 793 Healthcare Services Group shares in Q3 2021, an estimated $25K.
  • Artemis Wealth Advisors first reported a position in Healthcare Services Group in Q2 2021 and held it in 1 quarter.
  • Artemis Wealth Advisors's Healthcare Services Group position peaked at $25K in Q2 2021.
  • 239 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2021.

Based on Artemis Wealth Advisors's 13F filing for Q3 2021, filed 17 Feb 2023.