FWM
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FSA Wealth Management’s Health Catalyst HCAT Stock Holding History

FSA Wealth Management’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
Q1 		– Sell
-200
Closed -$7K – 399
2019
Q4 		$7K Buy
+200
New +$6.62K ﹤0.01% 351

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FSA Wealth Management's HCAT Position: Q1 2020 in Review

FSA Wealth Management sold out of Health Catalyst (HCAT) in Q1 2020, closing a stake of 200 shares — an estimated $7K sold.

FSA Wealth Management first reported a position in HCAT in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 108 funds tracked by Wall St. Rank hold HCAT as of Q1 2020.

  • FSA Wealth Management reported no remaining Health Catalyst position as of Q1 2020 after selling out during the quarter.
  • FSA Wealth Management sold 200 Health Catalyst shares in Q1 2020, an estimated $7K.
  • FSA Wealth Management first reported a position in Health Catalyst in Q4 2019 and held it in 1 quarter.
  • FSA Wealth Management's Health Catalyst position peaked at $7K in Q4 2019.
  • 108 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2020.

Based on FSA Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.