CFFP
HCA icon

Center for Financial Planning’s HCA Healthcare HCA Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-17
Closed -$3K – 594
2022
Q3 		$3K Buy
+17
New +$3.39K ﹤0.01% 478

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Center for Financial Planning's HCA Position: Q4 2022 in Review

Center for Financial Planning sold out of HCA Healthcare (HCA) in Q4 2022, closing a stake of 17 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in HCA in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 962 funds tracked by Wall St. Rank hold HCA as of Q4 2022.

  • Center for Financial Planning reported no remaining HCA Healthcare position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 17 HCA Healthcare shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in HCA Healthcare in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's HCA Healthcare position peaked at $3K in Q3 2022.
  • 962 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.