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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
2024
Q1 		– Sell
-2
Closed -$22 – 2008
2023
Q4 		$22 Hold
2
– – ﹤0.01% 1427
2023
Q3 		$22 Sell
2
-13
-87% -$162 ﹤0.01% 1125
2023
Q2 		$781 Buy
15
+1
+7% +$14 ﹤0.01% 874
2023
Q1 		$2.26K Buy
14
+2
+17% +$26 0.07% 283
2022
Q4 		$93 Buy
+12
New +$158 ﹤0.01% 1123
2021
Q2 		– Sell
-109
Closed -$3.05K – 991
2021
Q1 		$3.05K Buy
+109
New +$3.29K 0.06% 196
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's HCSG Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Healthcare Services Group (HCSG) in Q1 2024, closing a stake of 2 shares — an estimated $22 sold.

Financial Gravity Asset Management first reported a position in HCSG in Q1 2018 and held it in 12 quarters. The position peaked at $27K in Q2 2019. 213 funds tracked by Wall St. Rank hold HCSG as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining Healthcare Services Group position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2 Healthcare Services Group shares in Q1 2024, an estimated $22.
  • Financial Gravity Asset Management first reported a position in Healthcare Services Group in Q1 2018 and held it in 12 quarters.
  • Financial Gravity Asset Management's Healthcare Services Group position peaked at $27K in Q2 2019.
  • 213 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.