Blue Trust Inc’s Health Catalyst HCAT Stock Holding History

Blue Trust Inc’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	-40	Closed	–	–	2236
2023 Q1	$0	Buy	+40	New	+$510	﹤0.01%	2447
2022 Q3	–	Sell	-8	Closed	–	–	2185
2022 Q2	$0	Buy	+8	New	+$136	﹤0.01%	1933

Other funds holding HCAT

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

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Blue Trust Inc's HCAT Position: Q2 2023 in Review

Blue Trust Inc sold out of Health Catalyst (HCAT) in Q2 2023, closing a stake of 40 shares.

Blue Trust Inc first reported a position in HCAT in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 154 funds tracked by Wall St. Rank hold HCAT as of Q2 2023.

Blue Trust Inc reported no remaining Health Catalyst position as of Q2 2023 after selling out during the quarter.
Blue Trust Inc sold 40 Health Catalyst shares in Q2 2023.
Blue Trust Inc first reported a position in Health Catalyst in Q2 2022 and held it in 2 quarters.
Blue Trust Inc's Health Catalyst position peaked at $0 in Q1 2023.
154 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.