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Founders Financial Alliance’s Health Catalyst HCAT Stock Holding History

Founders Financial Alliance’s Portfolio HCAT Stock Details HCAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-21
Closed -$1K – 781
2020
Q3 		$1K Buy
+21
New +$713 ﹤0.01% 1286

Other funds holding HCAT

Vanguard Group
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Founders Financial Alliance's HCAT Position: Q4 2020 in Review

Founders Financial Alliance sold out of Health Catalyst (HCAT) in Q4 2020, closing a stake of 21 shares — an estimated $1K sold.

Founders Financial Alliance first reported a position in HCAT in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 168 funds tracked by Wall St. Rank hold HCAT as of Q4 2020.

  • Founders Financial Alliance reported no remaining Health Catalyst position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 21 Health Catalyst shares in Q4 2020, an estimated $1K.
  • Founders Financial Alliance first reported a position in Health Catalyst in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Health Catalyst position peaked at $1K in Q3 2020.
  • 168 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.