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Buck Wealth Strategies’s HCA Healthcare HCA Stock Holding History

Buck Wealth Strategies’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
2023
Q4 		– Sell
-225
Closed -$55.3K – 172
2023
Q3 		$55.3K Hold
225
– – 0.02% 106
2023
Q2 		$68.3K Hold
225
– – 0.03% 62
2023
Q1 		$59.3K Buy
+225
New +$57.2K 0.03% 49

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buck Wealth Strategies's HCA Position: Q4 2023 in Review

Buck Wealth Strategies sold out of HCA Healthcare (HCA) in Q4 2023, closing a stake of 225 shares — an estimated $55.3K sold.

Buck Wealth Strategies first reported a position in HCA in Q1 2023 and held it in 3 quarters. The position peaked at $68.3K in Q2 2023. 1,056 funds tracked by Wall St. Rank hold HCA as of Q4 2023.

  • Buck Wealth Strategies reported no remaining HCA Healthcare position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 225 HCA Healthcare shares in Q4 2023, an estimated $55.3K.
  • Buck Wealth Strategies first reported a position in HCA Healthcare in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's HCA Healthcare position peaked at $68.3K in Q2 2023.
  • 1,056 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.