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Brendel Financial Advisors’s Health Catalyst HCAT Stock Holding History

Brendel Financial Advisors’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
2024
Q1 		– Sell
-11,831
Closed -$110K – 74
2023
Q4 		$110K Hold
11,831
– – 0.07% 89
2023
Q3 		$120K Sell
11,831
-50
-0.4% -$597 0.18% 41
2023
Q2 		$149K Buy
+11,881
New +$141K 0.22% 41

Other funds holding HCAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DG
Daventry Group New York $133M AUM 32.28% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brendel Financial Advisors's HCAT Position: Q1 2024 in Review

Brendel Financial Advisors sold out of Health Catalyst (HCAT) in Q1 2024, closing a stake of 11,831 shares — an estimated $110K sold.

Brendel Financial Advisors first reported a position in HCAT in Q2 2023 and held it in 3 quarters. The position peaked at $149K in Q2 2023. 174 funds tracked by Wall St. Rank hold HCAT as of Q1 2024.

  • Brendel Financial Advisors reported no remaining Health Catalyst position as of Q1 2024 after selling out during the quarter.
  • Brendel Financial Advisors sold 11,831 Health Catalyst shares in Q1 2024, an estimated $110K.
  • Brendel Financial Advisors first reported a position in Health Catalyst in Q2 2023 and held it in 3 quarters.
  • Brendel Financial Advisors's Health Catalyst position peaked at $149K in Q2 2023.
  • 174 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2024.

Based on Brendel Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.