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Engrave Wealth Partners’s Health Catalyst HCAT Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-35
Closed -$1K – 217
2020
Q2 		$1K Buy
+35
New +$967 ﹤0.01% 426

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ClearBridge Investments
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Capital International Investors
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Janus Henderson Group
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Engrave Wealth Partners's HCAT Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Health Catalyst (HCAT) in Q3 2020, closing a stake of 35 shares — an estimated $1K sold.

Engrave Wealth Partners first reported a position in HCAT in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 138 funds tracked by Wall St. Rank hold HCAT as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Health Catalyst position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 35 Health Catalyst shares in Q3 2020, an estimated $1K.
  • Engrave Wealth Partners first reported a position in Health Catalyst in Q2 2020 and held it in 1 quarter.
  • Engrave Wealth Partners's Health Catalyst position peaked at $1K in Q2 2020.
  • 138 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.