Empirical Wealth Management
HCAT icon

Empirical Wealth Management’s Health Catalyst HCAT Stock Holding History

Empirical Wealth Management’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
2024
Q3 		– Sell
-21,176
Closed -$135K – 583
2024
Q2 		$135K Buy
+21,176
New +$136K ﹤0.01% 548

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Empirical Wealth Management's HCAT Position: Q3 2024 in Review

Empirical Wealth Management sold out of Health Catalyst (HCAT) in Q3 2024, closing a stake of 21,176 shares — an estimated $135K sold.

Empirical Wealth Management first reported a position in HCAT in Q2 2024 and held it in 1 quarter. The position peaked at $135K in Q2 2024. 159 funds tracked by Wall St. Rank hold HCAT as of Q3 2024.

  • Empirical Wealth Management reported no remaining Health Catalyst position as of Q3 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 21,176 Health Catalyst shares in Q3 2024, an estimated $135K.
  • Empirical Wealth Management first reported a position in Health Catalyst in Q2 2024 and held it in 1 quarter.
  • Empirical Wealth Management's Health Catalyst position peaked at $135K in Q2 2024.
  • 159 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2024.

Based on Empirical Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.