Blue Zone Wealth Advisors’s HCA Healthcare HCA Stock Holding History

Blue Zone Wealth Advisors’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 Q1	–	Sell	-13,927	Closed	-$3.58M	–	103
2021 Q4	$3.58M	Buy	13,927 +53	+0.4%	+$13K	1.18%	29
2021 Q3	$3.37M	Sell	13,874 -97	-0.7%	-$23.7K	1.17%	26
2021 Q2	$2.89M	Sell	13,971 -16	-0.1%	-$3.26K	1.08%	31
2021 Q1	$2.63M	Hold	13,987	–	–	1.12%	33
2020 Q4	$2.3M	Buy	13,987 +6	+0%	+$877	1.11%	29
2020 Q3	$1.74M	Sell	13,981 -3,787	-21%	-$469K	0.98%	28
2020 Q2	$1.73M	Buy	+17,768	New	+$1.85M	0.96%	29

Other funds holding HCA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blue Zone Wealth Advisors's HCA Position: Q1 2022 in Review

Blue Zone Wealth Advisors sold out of HCA Healthcare (HCA) in Q1 2022, closing a stake of 13,927 shares — an estimated $3.58M sold.

Blue Zone Wealth Advisors first reported a position in HCA in Q2 2020 and held it in 7 quarters. The position peaked at $3.58M in Q4 2021. 968 funds tracked by Wall St. Rank hold HCA as of Q1 2022.

Blue Zone Wealth Advisors reported no remaining HCA Healthcare position as of Q1 2022 after selling out during the quarter.
Blue Zone Wealth Advisors sold 13,927 HCA Healthcare shares in Q1 2022, an estimated $3.58M.
Blue Zone Wealth Advisors first reported a position in HCA Healthcare in Q2 2020 and held it in 7 quarters.
Blue Zone Wealth Advisors's HCA Healthcare position peaked at $3.58M in Q4 2021.
968 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2022.

Based on Blue Zone Wealth Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.