IWA
HCSG icon

Icon Wealth Advisors’s Healthcare Services Group HCSG Stock Holding History

Icon Wealth 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
2022
Q4 		– Sell
-10,089
Closed -$122K – 368
2022
Q3 		$122K Buy
+10,089
New +$149K 0.01% 369

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Advisors's HCSG Position: Q4 2022 in Review

Icon Wealth Advisors sold out of Healthcare Services Group (HCSG) in Q4 2022, closing a stake of 10,089 shares — an estimated $122K sold.

Icon Wealth Advisors first reported a position in HCSG in Q3 2022 and held it in 1 quarter. The position peaked at $122K in Q3 2022. 201 funds tracked by Wall St. Rank hold HCSG as of Q4 2022.

  • Icon Wealth Advisors reported no remaining Healthcare Services Group position as of Q4 2022 after selling out during the quarter.
  • Icon Wealth Advisors sold 10,089 Healthcare Services Group shares in Q4 2022, an estimated $122K.
  • Icon Wealth Advisors first reported a position in Healthcare Services Group in Q3 2022 and held it in 1 quarter.
  • Icon Wealth Advisors's Healthcare Services Group position peaked at $122K in Q3 2022.
  • 201 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.