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Confluence Wealth Services’s HCA Healthcare HCA Stock Holding History

Confluence Wealth Services’s Portfolio HCA Stock Details HCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-48
Closed -$12K – 620
2021
Q4 		$12K Buy
+48
New +$11.7K ﹤0.01% 858

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Confluence Wealth Services's HCA Position: Q1 2022 in Review

Confluence Wealth Services sold out of HCA Healthcare (HCA) in Q1 2022, closing a stake of 48 shares — an estimated $12K sold.

Confluence Wealth Services first reported a position in HCA in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 968 funds tracked by Wall St. Rank hold HCA as of Q1 2022.

  • Confluence Wealth Services reported no remaining HCA Healthcare position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 48 HCA Healthcare shares in Q1 2022, an estimated $12K.
  • Confluence Wealth Services first reported a position in HCA Healthcare in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's HCA Healthcare position peaked at $12K in Q4 2021.
  • 968 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.