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Golden State Wealth Management’s Healthcare Services Group HCSG Stock Holding History

Golden State Wealth Management’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,920
Closed -$47K – 424
2019
Q3 		$47K Hold
1,920
– – 0.02% 444
2019
Q2 		$58K Hold
1,920
– – 0.02% 421
2019
Q1 		$63K Buy
+1,920
New +$73.5K 0.02% 396

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Golden State Wealth Management's HCSG Position: Q4 2019 in Review

Golden State Wealth Management sold out of Healthcare Services Group (HCSG) in Q4 2019, closing a stake of 1,920 shares — an estimated $47K sold.

Golden State Wealth Management first reported a position in HCSG in Q1 2019 and held it in 3 quarters. The position peaked at $63K in Q1 2019. 240 funds tracked by Wall St. Rank hold HCSG as of Q4 2019.

  • Golden State Wealth Management reported no remaining Healthcare Services Group position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 1,920 Healthcare Services Group shares in Q4 2019, an estimated $47K.
  • Golden State Wealth Management first reported a position in Healthcare Services Group in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Healthcare Services Group position peaked at $63K in Q1 2019.
  • 240 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.