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Bogart Wealth LLC’s Health Catalyst HCAT Stock Holding History

Bogart Wealth LLC’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
-10
Closed -$117 – 1080
2023
Q1 		$117 Hold
10
– – ﹤0.01% 1087
2022
Q4 		$106 Hold
10
– – ﹤0.01% 981
2022
Q3 		$0 Hold
10
– – ﹤0.01% 1054
2022
Q2 		$0 Buy
+10
New +$170 ﹤0.01% 927

Other funds holding HCAT

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
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DG
Daventry Group New York $133M AUM 32.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bogart Wealth LLC's HCAT Position: Q2 2023 in Review

Bogart Wealth LLC sold out of Health Catalyst (HCAT) in Q2 2023, closing a stake of 10 shares — an estimated $117 sold.

Bogart Wealth LLC first reported a position in HCAT in Q2 2022 and held it in 4 quarters. The position peaked at $117 in Q1 2023. 154 funds tracked by Wall St. Rank hold HCAT as of Q2 2023.

  • Bogart Wealth LLC reported no remaining Health Catalyst position as of Q2 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 10 Health Catalyst shares in Q2 2023, an estimated $117.
  • Bogart Wealth LLC first reported a position in Health Catalyst in Q2 2022 and held it in 4 quarters.
  • Bogart Wealth LLC's Health Catalyst position peaked at $117 in Q1 2023.
  • 154 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.