CPC
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Consolidated Planning Corp’s HCA Healthcare HCA Stock Holding History

Consolidated Planning Corp’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
2023
Q2 		– Sell
-921
Closed -$243K – 169
2023
Q1 		$243K Sell
921
-854
-48% -$217K 0.06% 107
2022
Q4 		$426K Sell
1,775
-736
-29% -$165K 0.12% 87
2022
Q3 		$461K Hold
2,511
– – 0.14% 78
2022
Q2 		$422K Sell
2,511
-164
-6% -$35.2K 0.13% 84
2022
Q1 		$670K Buy
+2,675
New +$672K 0.46% 25
2021
Q4 		– Sell
-22
Closed -$5K – 222
2021
Q3 		$5K Buy
+22
New +$5.38K ﹤0.01% 357

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Consolidated Planning Corp's HCA Position: Q2 2023 in Review

Consolidated Planning Corp sold out of HCA Healthcare (HCA) in Q2 2023, closing a stake of 921 shares — an estimated $243K sold.

Consolidated Planning Corp first reported a position in HCA in Q3 2021 and held it in 6 quarters. The position peaked at $670K in Q1 2022. 1,013 funds tracked by Wall St. Rank hold HCA as of Q2 2023.

  • Consolidated Planning Corp reported no remaining HCA Healthcare position as of Q2 2023 after selling out during the quarter.
  • Consolidated Planning Corp sold 921 HCA Healthcare shares in Q2 2023, an estimated $243K.
  • Consolidated Planning Corp first reported a position in HCA Healthcare in Q3 2021 and held it in 6 quarters.
  • Consolidated Planning Corp's HCA Healthcare position peaked at $670K in Q1 2022.
  • 1,013 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2023.

Based on Consolidated Planning Corp's 13F filing for Q2 2023, filed 14 Aug 2023.