BDO Wealth Advisors’s HCA Healthcare HCA Stock Holding History

BDO 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 Q2	$48.6K	Buy	160 +60	+60%	+$16.7K	0.01%	438
2023 Q1	$26.4K	Hold	100	–	–	﹤0.01%	536
2022 Q4	$24K	Sell	100 -23	-19%	-$5.15K	﹤0.01%	541
2022 Q3	$23K	Hold	123	–	–	﹤0.01%	544
2022 Q2	$21K	Hold	123	–	–	﹤0.01%	556
2022 Q1	$31K	Hold	123	–	–	﹤0.01%	517
2021 Q4	$32K	Hold	123	–	–	﹤0.01%	527
2021 Q3	$30K	Hold	123	–	–	﹤0.01%	530
2021 Q2	$25K	Hold	123	–	–	﹤0.01%	579
2021 Q1	$23K	Buy	123 +100	+435%	+$17.6K	﹤0.01%	593
2020 Q4	$4K	Hold	23	–	–	﹤0.01%	665
2020 Q3	$3K	Hold	23	–	–	﹤0.01%	627
2020 Q2	$2K	Hold	23	–	–	﹤0.01%	625
2020 Q1	$2K	Buy	+23	New	+$2.98K	﹤0.01%	674
2019 Q1	–	Sell	-500	Closed	-$62K	–	631
2018 Q4	$62K	Hold	500	–	–	0.02%	241
2018 Q3	$70K	Hold	500	–	–	0.02%	256
2018 Q2	$51K	Buy	+500	New	+$50.6K	0.02%	298

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's HCA Position: Q2 2023 in Review

BDO Wealth Advisors increased its HCA Healthcare (HCA) stake by 60% in Q2 2023, buying an estimated $16.7K and bringing the position to 160 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #438.

BDO Wealth Advisors first reported a position in HCA in Q2 2018 and has held it in 17 quarters since. The position peaked at $70K in Q3 2018. 1,013 funds tracked by Wall St. Rank hold HCA as of Q2 2023.

BDO Wealth Advisors held 160 shares of HCA Healthcare worth $48.6K as of Q2 2023.
BDO Wealth Advisors bought 60 HCA Healthcare shares in Q2 2023, an estimated $16.7K.
HCA Healthcare made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #438 holding.
BDO Wealth Advisors first reported a position in HCA Healthcare in Q2 2018 and has held it in 17 quarters since.
BDO Wealth Advisors's HCA Healthcare position peaked at $70K in Q3 2018.
1,013 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.