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CFM Wealth Partners’s Healthcare Services Group HCSG Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-3,923
Closed -$95K – 279
2020
Q2 		$95K Sell
3,923
-264
-6% -$6.25K 0.04% 203
2020
Q1 		$100K Hold
4,187
– – 0.05% 195
2019
Q4 		$114K Buy
+4,187
New +$104K 0.04% 194

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CFM Wealth Partners's HCSG Position: Q3 2020 in Review

CFM Wealth Partners sold out of Healthcare Services Group (HCSG) in Q3 2020, closing a stake of 3,923 shares — an estimated $95K sold.

CFM Wealth Partners first reported a position in HCSG in Q4 2019 and held it in 3 quarters. The position peaked at $114K in Q4 2019. 242 funds tracked by Wall St. Rank hold HCSG as of Q3 2020.

  • CFM Wealth Partners reported no remaining Healthcare Services Group position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 3,923 Healthcare Services Group shares in Q3 2020, an estimated $95K.
  • CFM Wealth Partners first reported a position in Healthcare Services Group in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Healthcare Services Group position peaked at $114K in Q4 2019.
  • 242 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.