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Focused Wealth Management’s HCA Healthcare HCA Stock Holding History

Focused Wealth Management’s Portfolio HCA Stock Details HCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-30
Closed -$8.12K – 514
2023
Q4 		$8.12K Hold
30
– – ﹤0.01% 590
2023
Q3 		$7.38K Hold
30
– – ﹤0.01% 584
2023
Q2 		$9.1K Hold
30
– – ﹤0.01% 562
2023
Q1 		$7.91K Hold
30
– – ﹤0.01% 579
2022
Q4 		$7.2K Hold
30
– – ﹤0.01% 575
2022
Q3 		$6K Hold
30
– – ﹤0.01% 589
2022
Q2 		$5K Sell
30
-280
-90% -$60.2K ﹤0.01% 607
2022
Q1 		$78K Sell
310
-195
-39% -$49K 0.01% 254
2021
Q4 		$130K Hold
505
– – 0.02% 247
2021
Q3 		$123K Sell
505
-425
-46% -$104K 0.02% 258
2021
Q2 		$192K Buy
930
+50
+6% +$10.2K 0.03% 172
2021
Q1 		$166K Hold
880
– – 0.03% 191
2020
Q4 		$145K Sell
880
-250
-22% -$36.6K 0.03% 193
2020
Q3 		$141K Hold
1,130
– – 0.03% 177
2020
Q2 		$110K Sell
1,130
-100
-8% -$10.4K 0.03% 214
2020
Q1 		$111K Sell
1,230
-800
-39% -$104K 0.03% 183
2019
Q4 		$300K Hold
2,030
– – 0.07% 111
2019
Q3 		$244K Sell
2,030
-100
-5% -$12.9K 0.07% 115
2019
Q2 		$288K Hold
2,130
– – 0.08% 108
2019
Q1 		$278K Hold
2,130
– – 0.08% 111
2018
Q4 		$265K Hold
2,130
– – 0.09% 118
2018
Q3 		$296K Sell
2,130
-800
-27% -$99.6K 0.1% 107
2018
Q2 		$301K Hold
2,930
– – 0.1% 108
2018
Q1 		$284K Hold
2,930
– – 0.09% 117
2017
Q4 		$257K Buy
+2,930
New +$235K 0.08% 121
2017
Q3 		– Sell
-2,930
Closed -$255K – 686
2017
Q2 		$255K Buy
2,930
+30
+1% +$2.54K 0.1% 120
2017
Q1 		$258K Buy
2,900
+1,000
+53% +$83.4K 0.1% 115
2016
Q4 		$141K Hold
1,900
– – 0.06% 191
2016
Q3 		$144K Hold
1,900
– – 0.06% 183
2016
Q2 		$146K Buy
+1,900
New +$150K 0.07% 176

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Focused Wealth Management's HCA Position: Q1 2024 in Review

Focused Wealth Management sold out of HCA Healthcare (HCA) in Q1 2024, closing a stake of 30 shares — an estimated $8.12K sold.

Focused Wealth Management first reported a position in HCA in Q2 2016 and held it in 30 quarters. The position peaked at $301K in Q2 2018. 1,127 funds tracked by Wall St. Rank hold HCA as of Q1 2024.

  • Focused Wealth Management reported no remaining HCA Healthcare position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 30 HCA Healthcare shares in Q1 2024, an estimated $8.12K.
  • Focused Wealth Management first reported a position in HCA Healthcare in Q2 2016 and held it in 30 quarters.
  • Focused Wealth Management's HCA Healthcare position peaked at $301K in Q2 2018.
  • 1,127 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.