Heritage Wealth Management (Arizona)’s Health Catalyst HCAT Stock Holding History

Heritage Wealth Management (Arizona)’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	$11.2K	Buy	1,050 +488	+87%	+$4.71K	﹤0.01%	759
2022 Q3	$5K	Sell	562 -134	-19%	-$1.77K	﹤0.01%	757
2022 Q2	$10.1K	Hold	696	–	–	﹤0.01%	663
2022 Q1	$18K	Buy	+696	New	+$19.7K	﹤0.01%	614
2021 Q3	$45K	Sell	909 -213	-19%	-$11.6K	0.02%	456
2021 Q2	$62K	Sell	1,122 -2,088	-65%	-$111K	0.02%	427
2021 Q1	$150K	Buy	+3,210	New	+$155K	0.08%	197

Other funds holding HCAT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Daventry Group New York $133M AUM 32.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Health Catalyst (HCAT) stake by 87% in Q4 2022, buying an estimated $4.71K and bringing the position to 1,050 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Heritage Wealth Management (Arizona) first reported a position in HCAT in Q1 2021 and has held it in 7 quarters since. The position peaked at $150K in Q1 2021. 166 funds tracked by Wall St. Rank hold HCAT as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,050 shares of Health Catalyst worth $11.2K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 488 Health Catalyst shares in Q4 2022, an estimated $4.71K.
Health Catalyst made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #759 holding.
Heritage Wealth Management (Arizona) first reported a position in Health Catalyst in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Health Catalyst position peaked at $150K in Q1 2021.
166 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2022.

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