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IBEX Wealth Advisors’s HCA Healthcare HCA Stock Holding History

IBEX Wealth Advisors’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
2024
Q3 		– Sell
-403
Closed -$130K – 153
2024
Q2 		$130K Buy
+403
New +$131K 0.02% 143
2021
Q4 		– Sell
-649
Closed -$158K – 287
2021
Q3 		$158K Buy
+649
New +$159K 0.03% 197

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IBEX Wealth Advisors's HCA Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of HCA Healthcare (HCA) in Q3 2024, closing a stake of 403 shares — an estimated $130K sold.

IBEX Wealth Advisors first reported a position in HCA in Q3 2021 and held it in 2 quarters. The position peaked at $158K in Q3 2021. 1,202 funds tracked by Wall St. Rank hold HCA as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining HCA Healthcare position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 403 HCA Healthcare shares in Q3 2024, an estimated $130K.
  • IBEX Wealth Advisors first reported a position in HCA Healthcare in Q3 2021 and held it in 2 quarters.
  • IBEX Wealth Advisors's HCA Healthcare position peaked at $158K in Q3 2021.
  • 1,202 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.