B
HCAT icon

Bellecapital’s Health Catalyst HCAT Stock Holding History

Bellecapital’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
2023
Q2 		– Sell
-19,242
Closed -$225K – 178
2023
Q1 		$225K Sell
19,242
-510
-3% -$6.5K 0.06% 178
2022
Q4 		$210K Hold
19,752
– – 0.06% 180
2022
Q3 		$192K Sell
19,752
-2,268
-10% -$30K 0.06% 180
2022
Q2 		$319K Sell
22,020
-110,035
-83% -$1.88M 0.09% 147
2022
Q1 		$3.45M Buy
132,055
+11,753
+10% +$333K 1.09% 27
2021
Q4 		$4.77M Buy
120,302
+4,838
+4% +$220K 1.36% 23
2021
Q3 		$5.77M Buy
115,464
+3,117
+3% +$170K 1.76% 18
2021
Q2 		$6.24M Sell
112,347
-2,913
-3% -$155K 1.9% 17
2021
Q1 		$5.39M Buy
115,260
+13,322
+13% +$645K 1.68% 22
2020
Q4 		$4.44M Buy
+101,938
New +$3.76M 1.48% 22

Other funds holding HCAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
DG
Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return