Certified Advisory Corp’s Healthcare Services Group HCSG Stock Holding History

Certified Advisory Corp’s Portfolio HCSG Stock Details HCSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-491	Closed	-$14K	–	424
2021 Q1	$14K	Buy	+491	New	+$14.8K	﹤0.01%	552
2020 Q2	$12K	Hold	491	–	–	﹤0.01%	522
2020 Q1	$12K	Hold	491	–	–	﹤0.01%	500
2019 Q4	$12K	Hold	491	–	–	﹤0.01%	563
2019 Q3	$12K	Hold	491	–	–	﹤0.01%	561
2019 Q2	$15K	Hold	491	–	–	0.01%	528
2019 Q1	$16K	Hold	491	–	–	0.01%	487
2018 Q4	$20K	Hold	491	–	–	0.01%	431
2018 Q3	$20K	Hold	491	–	–	0.01%	452
2018 Q2	$21K	Buy	491 +1	+0.2%	+$40	0.01%	426
2018 Q1	$21K	Hold	490	–	–	0.01%	401
2017 Q4	$25K	Buy	+490	New	+$25.7K	0.02%	332

Other funds holding HCSG

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Certified Advisory Corp's HCSG Position: Q2 2021 in Review

Certified Advisory Corp sold out of Healthcare Services Group (HCSG) in Q2 2021, closing a stake of 491 shares — an estimated $14K sold.

Certified Advisory Corp first reported a position in HCSG in Q4 2017 and held it in 12 quarters. The position peaked at $25K in Q4 2017. 258 funds tracked by Wall St. Rank hold HCSG as of Q2 2021.

Certified Advisory Corp reported no remaining Healthcare Services Group position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 491 Healthcare Services Group shares in Q2 2021, an estimated $14K.
Certified Advisory Corp first reported a position in Healthcare Services Group in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Healthcare Services Group position peaked at $25K in Q4 2017.
258 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.