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Hoover Financial Advisors’s Healthcare Services Group HCSG Stock Holding History

Hoover Financial Advisors’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
Q1 		– Sell
-606
Closed -$20K – 614
2020
Q4 		$20K Buy
+606
New +$14.7K 0.01% 331
2020
Q3 		– Sell
-606
Closed -$15K – 315
2020
Q2 		$15K Buy
+606
New +$14.3K 0.01% 304

Other funds holding HCSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hoover Financial Advisors's HCSG Position: Q1 2021 in Review

Hoover Financial Advisors sold out of Healthcare Services Group (HCSG) in Q1 2021, closing a stake of 606 shares — an estimated $20K sold.

Hoover Financial Advisors first reported a position in HCSG in Q2 2020 and held it in 2 quarters. The position peaked at $20K in Q4 2020. 251 funds tracked by Wall St. Rank hold HCSG as of Q1 2021.

  • Hoover Financial Advisors reported no remaining Healthcare Services Group position as of Q1 2021 after selling out during the quarter.
  • Hoover Financial Advisors sold 606 Healthcare Services Group shares in Q1 2021, an estimated $20K.
  • Hoover Financial Advisors first reported a position in Healthcare Services Group in Q2 2020 and held it in 2 quarters.
  • Hoover Financial Advisors's Healthcare Services Group position peaked at $20K in Q4 2020.
  • 251 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2021.

Based on Hoover Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.