AWM
HCAT icon

Avior Wealth Management’s Health Catalyst HCAT Stock Holding History

Avior Wealth Management’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
-761
Closed -$5.38K – 1423
2024
Q4 		$5.38K Hold
761
– – ﹤0.01% 1833
2024
Q3 		$6.19K Hold
761
– – ﹤0.01% 1703
2024
Q2 		$4.86K Buy
761
+444
+140% +$2.85K ﹤0.01% 1731
2024
Q1 		$2.39K Buy
317
+128
+68% +$1.17K ﹤0.01% 2250
2023
Q4 		$1.75K Sell
189
-119
-39% -$972 ﹤0.01% 1317
2023
Q3 		$3.12K Hold
308
– – ﹤0.01% 1324
2023
Q2 		$3.85K Hold
308
– – ﹤0.01% 1251
2023
Q1 		$3.59K Buy
+308
New +$3.93K ﹤0.01% 1293
2021
Q3 		– Sell
-369
Closed -$20K – 1104
2021
Q2 		$20K Hold
369
– – ﹤0.01% 648
2021
Q1 		$17K Hold
369
– – ﹤0.01% 670
2020
Q4 		$16K Buy
+369
New +$13.6K ﹤0.01% 643

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