B. Riley Wealth Management’s HCA Healthcare HCA Stock Holding History

B. Riley Wealth Management’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
2022 Q2	$1.02K	Buy	6,076 +4,776	+367%	+$1.03M	﹤0.01%	294
2022 Q1	$326K	Buy	1,300 +223	+21%	+$56K	0.03%	430
2021 Q4	$277K	Sell	1,077 -75	-7%	-$18.4K	0.02%	494
2021 Q3	$280K	Buy	1,152 +41	+4%	+$10K	0.02%	473
2021 Q2	$230K	Buy	+1,111	New	+$226K	0.03%	356
2020 Q4	–	Sell	-6,863	Closed	-$856K	–	424
2020 Q3	$856K	Buy	+6,863	New	+$849K	0.1%	162
2020 Q2	–	Sell	-7,012	Closed	-$630K	–	481
2020 Q1	$630K	Buy	7,012 +5,292	+308%	+$685K	0.07%	243
2019 Q4	$254K	Hold	1,720	–	–	0.04%	317
2019 Q3	$207K	Sell	1,720 -603	-26%	-$77.9K	0.04%	335
2019 Q2	$314	Buy	2,323 +452	+24%	+$57.1K	0.05%	275
2019 Q1	$244K	Sell	1,871 -267	-12%	-$35.9K	0.04%	311
2018 Q4	$266K	Buy	2,138 +463	+28%	+$62.1K	0.06%	264
2018 Q3	$233K	Buy	+1,675	New	+$209K	0.06%	261
2015 Q3	–	Sell	-2,700	Closed	-$244K	–	390
2015 Q2	$244K	Buy	+2,700	New	+$216K	0.19%	145

Other funds holding HCA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B. Riley Wealth Management's HCA Position: Q2 2022 in Review

B. Riley Wealth Management increased its HCA Healthcare (HCA) stake by 367% in Q2 2022, buying an estimated $1.03M and bringing the position to 6,076 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

B. Riley Wealth Management first reported a position in HCA in Q2 2015 and has held it in 14 quarters since. The position peaked at $856K in Q3 2020. 883 funds tracked by Wall St. Rank hold HCA as of Q2 2022.

B. Riley Wealth Management held 6,076 shares of HCA Healthcare worth $1.02K as of Q2 2022.
B. Riley Wealth Management bought 4,776 HCA Healthcare shares in Q2 2022, an estimated $1.03M.
HCA Healthcare made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #294 holding.
B. Riley Wealth Management first reported a position in HCA Healthcare in Q2 2015 and has held it in 14 quarters since.
B. Riley Wealth Management's HCA Healthcare position peaked at $856K in Q3 2020.
883 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.