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Benjamin F. Edwards & Company’s Healthcare Services Group HCSG Stock Holding History

Benjamin F. Edwards & Company’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
2021
Q2 		– Sell
-615
Closed -$17K – 1716
2021
Q1 		$17K Buy
+615
New +$18.6K ﹤0.01% 1240
2018
Q3 		– Sell
-175
Closed -$8K – 1616
2018
Q2 		$8K Hold
175
– – ﹤0.01% 1320
2018
Q1 		$8K Hold
175
– – ﹤0.01% 1316
2017
Q4 		$9K Hold
175
– – ﹤0.01% 1232
2017
Q3 		$9K Hold
175
– – ﹤0.01% 1190
2017
Q2 		$8K Hold
175
– – ﹤0.01% 1144
2017
Q1 		$8K Buy
+175
New +$7.2K ﹤0.01% 1079

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Benjamin F. Edwards & Company's HCSG Position: Q2 2021 in Review

Benjamin F. Edwards & Company sold out of Healthcare Services Group (HCSG) in Q2 2021, closing a stake of 615 shares — an estimated $17K sold.

Benjamin F. Edwards & Company first reported a position in HCSG in Q1 2017 and held it in 7 quarters. The position peaked at $17K in Q1 2021. 259 funds tracked by Wall St. Rank hold HCSG as of Q2 2021.

  • Benjamin F. Edwards & Company reported no remaining Healthcare Services Group position as of Q2 2021 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 615 Healthcare Services Group shares in Q2 2021, an estimated $17K.
  • Benjamin F. Edwards & Company first reported a position in Healthcare Services Group in Q1 2017 and held it in 7 quarters.
  • Benjamin F. Edwards & Company's Healthcare Services Group position peaked at $17K in Q1 2021.
  • 259 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2021.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2021, filed 11 Aug 2021.