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HCR Wealth Advisors’s Heart Test Laboratories HSCS Stock Holding History

HCR Wealth Advisors’s Portfolio HSCS Stock Details HSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,000
Closed -$11.7K – 225
2024
Q1 		$11.7K Buy
+1,000
New +$13.1K ﹤0.01% 223

Other funds holding HSCS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HCR Wealth Advisors's HSCS Position: Q2 2024 in Review

HCR Wealth Advisors sold out of Heart Test Laboratories (HSCS) in Q2 2024, closing a stake of 1,000 shares — an estimated $11.7K sold.

HCR Wealth Advisors first reported a position in HSCS in Q1 2024 and held it in 1 quarter. The position peaked at $11.7K in Q1 2024. 7 funds tracked by Wall St. Rank hold HSCS as of Q2 2024.

  • HCR Wealth Advisors reported no remaining Heart Test Laboratories position as of Q2 2024 after selling out during the quarter.
  • HCR Wealth Advisors sold 1,000 Heart Test Laboratories shares in Q2 2024, an estimated $11.7K.
  • HCR Wealth Advisors first reported a position in Heart Test Laboratories in Q1 2024 and held it in 1 quarter.
  • HCR Wealth Advisors's Heart Test Laboratories position peaked at $11.7K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Heart Test Laboratories as of Q2 2024.

Based on HCR Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.