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Halpern Financial’s Healthcare Services Group HCSG Stock Holding History

Halpern Financial’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
2021
Q3 		– Sell
-60
Closed -$1.89K – 269
2021
Q2 		$1.89K Hold
60
– – ﹤0.01% 224
2021
Q1 		$1.68K Buy
+60
New +$1.81K ﹤0.01% 226

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Halpern Financial's HCSG Position: Q3 2021 in Review

Halpern Financial sold out of Healthcare Services Group (HCSG) in Q3 2021, closing a stake of 60 shares — an estimated $1.89K sold.

Halpern Financial first reported a position in HCSG in Q1 2021 and held it in 2 quarters. The position peaked at $1.89K in Q2 2021. 239 funds tracked by Wall St. Rank hold HCSG as of Q3 2021.

  • Halpern Financial reported no remaining Healthcare Services Group position as of Q3 2021 after selling out during the quarter.
  • Halpern Financial sold 60 Healthcare Services Group shares in Q3 2021, an estimated $1.89K.
  • Halpern Financial first reported a position in Healthcare Services Group in Q1 2021 and held it in 2 quarters.
  • Halpern Financial's Healthcare Services Group position peaked at $1.89K in Q2 2021.
  • 239 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2021.

Based on Halpern Financial's 13F filing for Q3 2021, filed 21 Sep 2023.