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Crewe Advisors’s Health Catalyst HCAT Stock Holding History

Crewe Advisors’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
2023
Q4 		– Sell
-12
Closed -$122 – 544
2023
Q3 		$122 Buy
12
+2
+20% +$24 ﹤0.01% 529
2023
Q2 		$125 Sell
10
-79
-89% -$941 ﹤0.01% 829
2023
Q1 		$1.04K Hold
89
– – ﹤0.01% 753
2022
Q4 		$946 Sell
89
-174
-66% -$1.68K ﹤0.01% 928
2022
Q3 		$3K Hold
263
– – ﹤0.01% 961
2022
Q2 		$4K Buy
+263
New +$4.48K ﹤0.01% 815

Other funds holding HCAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DG
Daventry Group New York $133M AUM 32.28% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crewe Advisors's HCAT Position: Q4 2023 in Review

Crewe Advisors sold out of Health Catalyst (HCAT) in Q4 2023, closing a stake of 12 shares — an estimated $122 sold.

Crewe Advisors first reported a position in HCAT in Q2 2022 and held it in 6 quarters. The position peaked at $4K in Q2 2022. 167 funds tracked by Wall St. Rank hold HCAT as of Q4 2023.

  • Crewe Advisors reported no remaining Health Catalyst position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 12 Health Catalyst shares in Q4 2023, an estimated $122.
  • Crewe Advisors first reported a position in Health Catalyst in Q2 2022 and held it in 6 quarters.
  • Crewe Advisors's Health Catalyst position peaked at $4K in Q2 2022.
  • 167 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.