GWS
HCA icon

Glassman Wealth Services’s HCA Healthcare HCA Stock Holding History

Glassman Wealth Services’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
-283
Closed -$76.6K – 880
2023
Q4 		$76.6K Sell
283
-8
-3% -$1.98K 0.01% 351
2023
Q3 		$71.6K Sell
291
-7
-2% -$1.92K 0.01% 338
2023
Q2 		$90.4K Sell
298
-1
-0.3% -$278 0.01% 281
2023
Q1 		$78.8K Buy
299
+11
+4% +$2.79K 0.01% 300
2022
Q4 		$69.1K Buy
288
+12
+4% +$2.69K 0.01% 339
2022
Q3 		$51K Buy
276
+43
+18% +$8.57K 0.01% 380
2022
Q2 		$39K Sell
233
-46
-16% -$9.88K 0.01% 447
2022
Q1 		$70K Buy
279
+118
+73% +$29.6K 0.01% 328
2021
Q4 		$41K Buy
161
+26
+19% +$6.36K 0.01% 415
2021
Q3 		$33K Buy
135
+22
+19% +$5.38K 0.01% 445
2021
Q2 		$23K Buy
113
+15
+15% +$3.06K ﹤0.01% 536
2021
Q1 		$18K Buy
98
+13
+15% +$2.29K ﹤0.01% 554
2020
Q4 		$14K Buy
85
+10
+13% +$1.46K ﹤0.01% 623
2020
Q3 		$9K Buy
75
+12
+19% +$1.49K ﹤0.01% 644
2020
Q2 		$6K Sell
63
-9
-13% -$936 ﹤0.01% 585
2020
Q1 		$6K Sell
72
-25
-26% -$3.24K ﹤0.01% 502
2019
Q4 		$14K Sell
97
-3
-3% -$403 0.01% 435
2019
Q3 		$12K Sell
100
-40
-29% -$5.17K ﹤0.01% 419
2019
Q2 		$19K Buy
140
+10
+8% +$1.26K 0.01% 372
2019
Q1 		$17K Buy
130
+120
+1,200% +$16.1K 0.01% 378
2018
Q4 		$1K Hold
10
– – ﹤0.01% 634
2018
Q3 		$1K Hold
10
– – ﹤0.01% 684
2018
Q2 		$1K Hold
10
– – ﹤0.01% 662
2018
Q1 		$1K Hold
10
– – ﹤0.01% 616
2017
Q4 		$1K Hold
10
– – ﹤0.01% 569
2017
Q3 		$1K Hold
10
– – ﹤0.01% 466
2017
Q2 		$1K Hold
10
– – ﹤0.01% 467
2017
Q1 		$1K Buy
10
+3
+43% +$250 ﹤0.01% 501
2016
Q4 		$1K Sell
7
-47
-87% -$3.52K ﹤0.01% 558
2016
Q3 		$4K Buy
+54
New +$4.13K ﹤0.01% 374

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

Glassman Wealth Services's HCA Position: Q1 2024 in Review

Glassman Wealth Services sold out of HCA Healthcare (HCA) in Q1 2024, closing a stake of 283 shares — an estimated $76.6K sold.

Glassman Wealth Services first reported a position in HCA in Q3 2016 and held it in 30 quarters. The position peaked at $90.4K in Q2 2023. 1,127 funds tracked by Wall St. Rank hold HCA as of Q1 2024.

  • Glassman Wealth Services reported no remaining HCA Healthcare position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 283 HCA Healthcare shares in Q1 2024, an estimated $76.6K.
  • Glassman Wealth Services first reported a position in HCA Healthcare in Q3 2016 and held it in 30 quarters.
  • Glassman Wealth Services's HCA Healthcare position peaked at $90.4K in Q2 2023.
  • 1,127 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.