Capital Advisors Ltd’s Health Catalyst HCAT Stock Holding History

Capital Advisors Ltd’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
2022 Q3	–	Sell	-51	Closed	-$1K	–	1339
2022 Q2	$1K	Buy	+51	New	+$869	﹤0.01%	797

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

FLAM

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Capital Advisors Ltd's HCAT Position: Q3 2022 in Review

Capital Advisors Ltd sold out of Health Catalyst (HCAT) in Q3 2022, closing a stake of 51 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in HCAT in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 171 funds tracked by Wall St. Rank hold HCAT as of Q3 2022.

Capital Advisors Ltd reported no remaining Health Catalyst position as of Q3 2022 after selling out during the quarter.
Capital Advisors Ltd sold 51 Health Catalyst shares in Q3 2022, an estimated $1K.
Capital Advisors Ltd first reported a position in Health Catalyst in Q2 2022 and held it in 1 quarter.
Capital Advisors Ltd's Health Catalyst position peaked at $1K in Q2 2022.
171 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2022.

Based on Capital Advisors Ltd's 13F filing for Q3 2022, filed 9 Nov 2022.