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 $1.65B AUM 203.21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

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

Avior Wealth Management's HCAT Position: Q1 2025 in Review

Avior Wealth Management sold out of Health Catalyst (HCAT) in Q1 2025, closing a stake of 761 shares — an estimated $5.38K sold.

Avior Wealth Management first reported a position in HCAT in Q4 2020 and held it in 11 quarters. The position peaked at $20K in Q2 2021. 165 funds tracked by Wall St. Rank hold HCAT as of Q1 2025.

Avior Wealth Management reported no remaining Health Catalyst position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 761 Health Catalyst shares in Q1 2025, an estimated $5.38K.
Avior Wealth Management first reported a position in Health Catalyst in Q4 2020 and held it in 11 quarters.
Avior Wealth Management's Health Catalyst position peaked at $20K in Q2 2021.
165 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.