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Bellwether Advisors’s Healthcare Services Group HCSG Stock Holding History

Bellwether Advisors’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-96
Closed -$1K – 574
2021
Q4 		$1K Hold
96
– – ﹤0.01% 532
2021
Q3 		$2K Buy
+96
New +$2.6K ﹤0.01% 469

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bellwether Advisors's HCSG Position: Q1 2022 in Review

Bellwether Advisors sold out of Healthcare Services Group (HCSG) in Q1 2022, closing a stake of 96 shares — an estimated $1K sold.

Bellwether Advisors first reported a position in HCSG in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 213 funds tracked by Wall St. Rank hold HCSG as of Q1 2022.

  • Bellwether Advisors reported no remaining Healthcare Services Group position as of Q1 2022 after selling out during the quarter.
  • Bellwether Advisors sold 96 Healthcare Services Group shares in Q1 2022, an estimated $1K.
  • Bellwether Advisors first reported a position in Healthcare Services Group in Q3 2021 and held it in 2 quarters.
  • Bellwether Advisors's Healthcare Services Group position peaked at $2K in Q3 2021.
  • 213 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2022.

Based on Bellwether Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.