Capital Planning Advisors’s Health Catalyst HCAT Stock Holding History

Capital Planning 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
2022 Q4	–	Sell	-14,870	Closed	-$144K	–	126
2022 Q3	$144K	Sell	14,870 -629	-4%	-$8.33K	0.04%	120
2022 Q2	$225K	Buy	15,499 +629	+4%	+$10.7K	0.06%	119
2022 Q1	$389K	Hold	14,870	–	–	0.08%	116
2021 Q4	$589K	Hold	14,870	–	–	0.11%	105
2021 Q3	$744K	Hold	14,870	–	–	0.15%	92
2021 Q2	$825K	Hold	14,870	–	–	0.17%	89
2021 Q1	$695K	Hold	14,870	–	–	0.16%	90
2020 Q4	$647K	Buy	+14,870	New	+$549K	0.16%	89

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

JP Morgan Chase

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

Millennium Management

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

Balyasny Asset Management

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

Point72 Asset Management

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

Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return