Heritage Wealth Management (Arizona)’s HCA Healthcare HCA Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$16.3K	Buy	68 +38	+127%	+$8.51K	﹤0.01%	705
2022 Q3	$6K	Buy	30 +20	+200%	+$3.98K	﹤0.01%	731
2022 Q2	$1.68K	Hold	10	–	–	﹤0.01%	897
2022 Q1	$3K	Buy	+10	New	+$2.51K	﹤0.01%	855
2021 Q3	$2K	Buy	+10	New	+$2.44K	﹤0.01%	818
2021 Q2	–	Sell	-165	Closed	-$31K	–	914
2021 Q1	$31K	Buy	+165	New	+$29.1K	0.02%	441

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HCA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its HCA Healthcare (HCA) stake by 127% in Q4 2022, buying an estimated $8.51K and bringing the position to 68 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Heritage Wealth Management (Arizona) first reported a position in HCA in Q1 2021 and has held it in 6 quarters since. The position peaked at $31K in Q1 2021. 961 funds tracked by Wall St. Rank hold HCA as of Q4 2022.

Heritage Wealth Management (Arizona) held 68 shares of HCA Healthcare worth $16.3K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 38 HCA Healthcare shares in Q4 2022, an estimated $8.51K.
HCA Healthcare made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #705 holding.
Heritage Wealth Management (Arizona) first reported a position in HCA Healthcare in Q1 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s HCA Healthcare position peaked at $31K in Q1 2021.
961 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.