Capital Asset Advisory Services’s Health Catalyst HCAT Stock Holding History

Capital Asset Advisory Services’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
2021 Q1	–	Sell	-356	Closed	-$15K	–	1008
2020 Q4	$15K	Buy	+356	New	+$13.1K	﹤0.01%	958

Other funds holding HCAT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Capital Asset Advisory Services's HCAT Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Health Catalyst (HCAT) in Q1 2021, closing a stake of 356 shares — an estimated $15K sold.

Capital Asset Advisory Services first reported a position in HCAT in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 190 funds tracked by Wall St. Rank hold HCAT as of Q1 2021.

Capital Asset Advisory Services reported no remaining Health Catalyst position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 356 Health Catalyst shares in Q1 2021, an estimated $15K.
Capital Asset Advisory Services first reported a position in Health Catalyst in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's Health Catalyst position peaked at $15K in Q4 2020.
190 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.