Commonwealth Equity Services’s Health Catalyst HCAT Stock Holding History

Commonwealth Equity 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
2022 Q2	–	Sell	-9,363	Closed	-$244K	–	3727
2022 Q1	$244K	Sell	9,363 -267	-3%	-$7.58K	﹤0.01%	3141
2021 Q4	$381K	Sell	9,630 -1,080	-10%	-$49.2K	﹤0.01%	2758
2021 Q3	$535K	Buy	10,710 +888	+9%	+$48.4K	﹤0.01%	2420
2021 Q2	$545K	Sell	9,822 -2,080	-17%	-$111K	﹤0.01%	2404
2021 Q1	$556K	Sell	11,902 -1,284	-10%	-$62.2K	﹤0.01%	2245
2020 Q4	$573K	Buy	13,186 +15	+0.1%	+$553	﹤0.01%	2056
2020 Q3	$482K	Sell	13,171 -1,484	-10%	-$50.4K	﹤0.01%	1990
2020 Q2	$427K	Sell	14,655 -462	-3%	-$12.8K	﹤0.01%	2007
2020 Q1	$395K	Buy	+15,117	New	+$462K	﹤0.01%	1859

Other funds holding HCAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

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

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Commonwealth Equity Services's HCAT Position: Q2 2022 in Review

Commonwealth Equity Services sold out of Health Catalyst (HCAT) in Q2 2022, closing a stake of 9,363 shares — an estimated $244K sold.

Commonwealth Equity Services first reported a position in HCAT in Q1 2020 and held it in 9 quarters. The position peaked at $573K in Q4 2020. 179 funds tracked by Wall St. Rank hold HCAT as of Q2 2022.

Commonwealth Equity Services reported no remaining Health Catalyst position as of Q2 2022 after selling out during the quarter.
Commonwealth Equity Services sold 9,363 Health Catalyst shares in Q2 2022, an estimated $244K.
Commonwealth Equity Services first reported a position in Health Catalyst in Q1 2020 and held it in 9 quarters.
Commonwealth Equity Services's Health Catalyst position peaked at $573K in Q4 2020.
179 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2022.

Based on Commonwealth Equity Services's 13F filing for Q2 2022, filed 19 Jul 2022.