Curi Wealth Management’s HCA Healthcare HCA Stock Holding History

Curi Wealth Management’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 Q3	–	Sell	-1	Closed	–	–	405
2022 Q2	$0	Hold	1	–	–	﹤0.01%	667
2022 Q1	$0	Hold	1	–	–	﹤0.01%	569
2021 Q4	$0	Buy	+1	New	+$245	﹤0.01%	532

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Curi Wealth Management's HCA Position: Q3 2022 in Review

Curi Wealth Management sold out of HCA Healthcare (HCA) in Q3 2022, closing a stake of 1 share.

Curi Wealth Management first reported a position in HCA in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 867 funds tracked by Wall St. Rank hold HCA as of Q3 2022.

Curi Wealth Management reported no remaining HCA Healthcare position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 1 HCA Healthcare share in Q3 2022.
Curi Wealth Management first reported a position in HCA Healthcare in Q4 2021 and held it in 3 quarters.
Curi Wealth Management's HCA Healthcare position peaked at $0 in Q2 2022.
867 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.