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Fortis Group Advisors’s HCA Healthcare HCA Stock Holding History

Fortis Group Advisors’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
Q2 		– Sell
-4,115
Closed -$1.37M – 513
2024
Q1 		$1.37M Sell
4,115
-18,707
-82% -$5.72M 0.25% 78
2023
Q4 		$6.02M Hold
22,822
– – 1.49% 12
2023
Q3 		$6.02M Buy
22,822
+338
+2% +$92.5K 1.84% 11
2023
Q2 		$6.82M Buy
22,484
+1,681
+8% +$467K 1.81% 12
2023
Q1 		$5.98M Buy
+20,803
New +$5.28M 1.8% 11

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fortis Group Advisors's HCA Position: Q2 2024 in Review

Fortis Group Advisors sold out of HCA Healthcare (HCA) in Q2 2024, closing a stake of 4,115 shares — an estimated $1.37M sold.

Fortis Group Advisors first reported a position in HCA in Q1 2023 and held it in 5 quarters. The position peaked at $6.82M in Q2 2023. 1,156 funds tracked by Wall St. Rank hold HCA as of Q2 2024.

  • Fortis Group Advisors reported no remaining HCA Healthcare position as of Q2 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 4,115 HCA Healthcare shares in Q2 2024, an estimated $1.37M.
  • Fortis Group Advisors first reported a position in HCA Healthcare in Q1 2023 and held it in 5 quarters.
  • Fortis Group Advisors's HCA Healthcare position peaked at $6.82M in Q2 2023.
  • 1,156 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2024.

Based on Fortis Group Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.