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Concourse Financial Group Securities’s Health Catalyst HCAT Stock Holding History

Concourse Financial Group Securities’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
2020
Q3 		– Sell
-100
Closed -$3.4K – 2196
2020
Q2 		$3K Hold
100
– – ﹤0.01% 1826
2020
Q1 		$3K Buy
+100
New +$3.06K ﹤0.01% 1788

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BlackRock
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ClearBridge Investments
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Concourse Financial Group Securities's HCAT Position: Q3 2020 in Review

Concourse Financial Group Securities sold out of Health Catalyst (HCAT) in Q3 2020, closing a stake of 100 shares — an estimated $3.4K sold.

Concourse Financial Group Securities first reported a position in HCAT in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 138 funds tracked by Wall St. Rank hold HCAT as of Q3 2020.

  • Concourse Financial Group Securities reported no remaining Health Catalyst position as of Q3 2020 after selling out during the quarter.
  • Concourse Financial Group Securities sold 100 Health Catalyst shares in Q3 2020, an estimated $3.4K.
  • Concourse Financial Group Securities first reported a position in Health Catalyst in Q1 2020 and held it in 2 quarters.
  • Concourse Financial Group Securities's Health Catalyst position peaked at $3K in Q2 2020.
  • 138 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2020.

Based on Concourse Financial Group Securities's 13F filing for Q3 2020, filed 13 Nov 2020.