First Trust Investment Solutions’s HCA Healthcare HCA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$2.52M Sell
6,206
-2,324
-27% -$851K 0.28% 77
2024
Q2
$2.74M Buy
8,530
+472
+6% +$153K 0.39% 69
2024
Q1
$2.69M Sell
8,058
-140
-2% -$42.8K 0.47% 53
2023
Q4
$2.22M Buy
+8,198
New +$2.03M 0.46% 53

Other funds holding HCA

First Trust Investment Solutions's HCA Position: Q3 2024 in Review

First Trust Investment Solutions reduced its HCA Healthcare (HCA) stake by 27% in Q3 2024, selling an estimated $851K and leaving 6,206 shares worth $2.52M. The position accounts for 0.28% of the portfolio, ranked #77.

First Trust Investment Solutions first reported a position in HCA in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.74M in Q2 2024. 1,202 funds tracked by Wall St. Rank hold HCA as of Q3 2024.

  • First Trust Investment Solutions held 6,206 shares of HCA Healthcare worth $2.52M as of Q3 2024.
  • First Trust Investment Solutions sold 2,324 HCA Healthcare shares in Q3 2024, an estimated $851K.
  • HCA Healthcare made up 0.28% of First Trust Investment Solutions's portfolio in Q3 2024, its #77 holding.
  • First Trust Investment Solutions first reported a position in HCA Healthcare in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's HCA Healthcare position peaked at $2.74M in Q2 2024.
  • 1,202 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.