HWM
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HighMark Wealth Management’s Definitive Healthcare DH Stock Holding History

HighMark Wealth Management’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-340
Closed -$3.51K – 579
2023
Q1 		$3.51K Buy
+340
New +$4K ﹤0.01% 448

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

HighMark Wealth Management's DH Position: Q2 2023 in Review

HighMark Wealth Management sold out of Definitive Healthcare (DH) in Q2 2023, closing a stake of 340 shares — an estimated $3.51K sold.

HighMark Wealth Management first reported a position in DH in Q1 2023 and held it in 1 quarter. The position peaked at $3.51K in Q1 2023. 137 funds tracked by Wall St. Rank hold DH as of Q2 2023.

  • HighMark Wealth Management reported no remaining Definitive Healthcare position as of Q2 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 340 Definitive Healthcare shares in Q2 2023, an estimated $3.51K.
  • HighMark Wealth Management first reported a position in Definitive Healthcare in Q1 2023 and held it in 1 quarter.
  • HighMark Wealth Management's Definitive Healthcare position peaked at $3.51K in Q1 2023.
  • 137 funds tracked by Wall St. Rank held Definitive Healthcare as of Q2 2023.

Based on HighMark Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.