Financial Gravity Asset Management’s Healthcare Services Group HCSG Stock Holding History

Financial Gravity Asset Management’s Portfolio HCSG Stock Details HCSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-373	Closed	-$9K	–	1523
2019 Q3	$9K	Sell	373 -526	-59%	-$13.3K	0.01%	621
2019 Q2	$27K	Buy	899 +827	+1,149%	+$27.3K	0.02%	435
2019 Q1	$2K	Buy	+72	New	+$2.76K	﹤0.01%	945
2018 Q3	$4K	Buy	104 +62	+148%	+$2.58K	﹤0.01%	774
2018 Q2	$2K	Sell	42 -5	-11%	-$199	﹤0.01%	992
2018 Q1	$2K	Buy	+47	New	+$2.3K	﹤0.01%	954

Other funds holding HCSG

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Financial Gravity Asset Management's HCSG Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Healthcare Services Group (HCSG) in Q4 2019, closing a stake of 373 shares — an estimated $9K sold.

Financial Gravity Asset Management first reported a position in HCSG in Q1 2018 and held it in 6 quarters. The position peaked at $27K in Q2 2019. 240 funds tracked by Wall St. Rank hold HCSG as of Q4 2019.

Financial Gravity Asset Management reported no remaining Healthcare Services Group position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 373 Healthcare Services Group shares in Q4 2019, an estimated $9K.
Financial Gravity Asset Management first reported a position in Healthcare Services Group in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's Healthcare Services Group position peaked at $27K in Q2 2019.
240 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.