GWS
HCAT icon

Glassman Wealth Services’s Health Catalyst HCAT Stock Holding History

Glassman Wealth Services’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
2022
Q4 		– Sell
-60
Closed -$1K – 1974
2022
Q3 		$1K Sell
60
-59
-50% -$781 ﹤0.01% 1415
2022
Q2 		$2K Buy
+119
New +$2.03K ﹤0.01% 1241

Other funds holding HCAT

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
DG
Daventry Group New York $133M AUM 32.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $3.38T AUM 44.17% 1-Year Est. Return

Glassman Wealth Services's HCAT Position: Q4 2022 in Review

Glassman Wealth Services sold out of Health Catalyst (HCAT) in Q4 2022, closing a stake of 60 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in HCAT in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 166 funds tracked by Wall St. Rank hold HCAT as of Q4 2022.

  • Glassman Wealth Services reported no remaining Health Catalyst position as of Q4 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 60 Health Catalyst shares in Q4 2022, an estimated $1K.
  • Glassman Wealth Services first reported a position in Health Catalyst in Q2 2022 and held it in 2 quarters.
  • Glassman Wealth Services's Health Catalyst position peaked at $2K in Q2 2022.
  • 166 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.