Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Commonwealth Equity Services’s
Health Catalyst
HCAT
Stock Holding History
Commonwealth Equity Services’s Portfolio
HCAT Stock Details
HCAT Fund Activity
Bought
Maintained
Sold
Shares
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
$5.72T AUM
30.48%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Aberdeen Group
Edinburgh, United Kingdom
$61.9B AUM
29.81%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
FLAM
First Light Asset Management
Edina, Minnesota
$1.12B AUM
114.45%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close