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Concord Wealth Partners’s Health Catalyst HCAT Stock Holding History

Concord Wealth Partners’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
-76
Closed -$2K – 1287
2022
Q1 		$2K Buy
+76
New +$2.16K ﹤0.01% 1099

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American Century Companies
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Janus Henderson Group
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FLAM
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Concord Wealth Partners's HCAT Position: Q2 2022 in Review

Concord Wealth Partners sold out of Health Catalyst (HCAT) in Q2 2022, closing a stake of 76 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in HCAT in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 180 funds tracked by Wall St. Rank hold HCAT as of Q2 2022.

  • Concord Wealth Partners reported no remaining Health Catalyst position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 76 Health Catalyst shares in Q2 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Health Catalyst in Q1 2022 and held it in 1 quarter.
  • Concord Wealth Partners's Health Catalyst position peaked at $2K in Q1 2022.
  • 180 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.