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Blue Bell Private Wealth Management’s HCA Healthcare HCA Stock Holding History

Blue Bell Private 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 		– Sell
-25
Closed -$6K – 838
2022
Q1 		$6K Sell
25
-25
-50% -$6.28K ﹤0.01% 521
2021
Q4 		$13K Buy
+50
New +$12.2K ﹤0.01% 359

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blue Bell Private Wealth Management's HCA Position: Q2 2022 in Review

Blue Bell Private Wealth Management sold out of HCA Healthcare (HCA) in Q2 2022, closing a stake of 25 shares — an estimated $6K sold.

Blue Bell Private Wealth Management first reported a position in HCA in Q4 2021 and held it in 2 quarters. The position peaked at $13K in Q4 2021. 883 funds tracked by Wall St. Rank hold HCA as of Q2 2022.

  • Blue Bell Private Wealth Management reported no remaining HCA Healthcare position as of Q2 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 25 HCA Healthcare shares in Q2 2022, an estimated $6K.
  • Blue Bell Private Wealth Management first reported a position in HCA Healthcare in Q4 2021 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's HCA Healthcare position peaked at $13K in Q4 2021.
  • 883 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.