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Evolution Wealth Advisors’s Health Catalyst HCAT Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-96
Closed -$5K – 355
2021
Q3 		$5K Sell
96
-145
-60% -$7.91K ﹤0.01% 511
2021
Q2 		$13K Sell
241
-39
-14% -$2.08K ﹤0.01% 364
2021
Q1 		$13K Hold
280
– – ﹤0.01% 371
2020
Q4 		$12K Buy
+280
New +$10.3K ﹤0.01% 327

Other funds holding HCAT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Evolution Wealth Advisors's HCAT Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Health Catalyst (HCAT) in Q4 2021, closing a stake of 96 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in HCAT in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q2 2021. 187 funds tracked by Wall St. Rank hold HCAT as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Health Catalyst position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 96 Health Catalyst shares in Q4 2021, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in Health Catalyst in Q4 2020 and held it in 4 quarters.
  • Evolution Wealth Advisors's Health Catalyst position peaked at $13K in Q2 2021.
  • 187 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.