Element Pointe Advisors’s Health Catalyst HCAT Stock Holding History

Element Pointe 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
2022 Q1	–	Sell	-5,693	Closed	-$226K	–	98
2021 Q4	$226K	Hold	5,693	–	–	0.07%	100
2021 Q3	$285K	Hold	5,693	–	–	0.1%	86
2021 Q2	$320K	Hold	5,693	–	–	0.1%	94
2021 Q1	$266K	Hold	5,693	–	–	0.09%	102
2020 Q4	$248K	Buy	+5,693	New	+$210K	0.09%	95

Other funds holding HCAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Element Pointe Advisors's HCAT Position: Q1 2022 in Review

Element Pointe Advisors sold out of Health Catalyst (HCAT) in Q1 2022, closing a stake of 5,693 shares — an estimated $226K sold.

Element Pointe Advisors first reported a position in HCAT in Q4 2020 and held it in 5 quarters. The position peaked at $320K in Q2 2021. 185 funds tracked by Wall St. Rank hold HCAT as of Q1 2022.

Element Pointe Advisors reported no remaining Health Catalyst position as of Q1 2022 after selling out during the quarter.
Element Pointe Advisors sold 5,693 Health Catalyst shares in Q1 2022, an estimated $226K.
Element Pointe Advisors first reported a position in Health Catalyst in Q4 2020 and held it in 5 quarters.
Element Pointe Advisors's Health Catalyst position peaked at $320K in Q2 2021.
185 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2022.

Based on Element Pointe Advisors's 13F filing for Q1 2022, filed 11 May 2022.