IA
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IFP Advisors’s Health Catalyst HCAT Stock Holding History

IFP Advisors’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
2026
Q1 		$13 Buy
+10
New +$19 ﹤0.01% 4948
2025
Q2 		– Hold
0
– – – 3864
2025
Q1 		– Hold
0
– – – 3914
2024
Q4 		– Hold
0
– – – 3937
2023
Q1 		– Sell
-100
Closed -$4K – 3835
2022
Q4 		$4K Sell
100
-93
-48% -$898 ﹤0.01% 3894
2022
Q3 		$8K Buy
193
+100
+108% +$1.32K ﹤0.01% 3774
2022
Q2 		$4K Hold
93
– – ﹤0.01% 3883
2022
Q1 		$4K Buy
93
+58
+166% +$1.65K ﹤0.01% 3882
2021
Q4 		$3K Hold
35
– – ﹤0.01% 2662
2021
Q3 		$3K Sell
35
-119
-77% -$6.49K ﹤0.01% 2722
2021
Q2 		$6K Sell
154
-38
-20% -$2.02K ﹤0.01% 2396
2021
Q1 		$6K Buy
+192
New +$9.3K ﹤0.01% 2342

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return