CW
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CreativeOne Wealth’s Health Catalyst HCAT Stock Holding History

CreativeOne Wealth’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
Q1 		– Sell
-16,732
Closed -$663K – 763
2021
Q4 		$663K Hold
16,732
– – 0.03% 378
2021
Q3 		$837K Hold
16,732
– – 0.05% 290
2021
Q2 		$929K Sell
16,732
-37,000
-69% -$1.97M 0.06% 267
2021
Q1 		$2.51M Buy
+53,732
New +$2.6M 0.19% 98

Other funds holding HCAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CreativeOne Wealth's HCAT Position: Q1 2022 in Review

CreativeOne Wealth sold out of Health Catalyst (HCAT) in Q1 2022, closing a stake of 16,732 shares — an estimated $663K sold.

CreativeOne Wealth first reported a position in HCAT in Q1 2021 and held it in 4 quarters. The position peaked at $2.51M in Q1 2021. 185 funds tracked by Wall St. Rank hold HCAT as of Q1 2022.

  • CreativeOne Wealth reported no remaining Health Catalyst position as of Q1 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 16,732 Health Catalyst shares in Q1 2022, an estimated $663K.
  • CreativeOne Wealth first reported a position in Health Catalyst in Q1 2021 and held it in 4 quarters.
  • CreativeOne Wealth's Health Catalyst position peaked at $2.51M in Q1 2021.
  • 185 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2022.

Based on CreativeOne Wealth's 13F filing for Q1 2022, filed 13 May 2022.