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Insight Wealth Strategies’s HCA Healthcare HCA Stock Holding History

Insight Wealth Strategies’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
Q4 		– Sell
-6,885
Closed -$2.8M – 162
2024
Q3 		$2.8M Sell
6,885
-114
-2% -$41.7K 0.37% 69
2024
Q2 		$2.25M Buy
6,999
+107
+2% +$34.8K 0.32% 78
2024
Q1 		$2.3M Sell
6,892
-988
-13% -$302K 0.34% 64
2023
Q4 		$2.13M Buy
7,880
+322
+4% +$79.6K 0.34% 56
2023
Q3 		$1.86M Buy
7,558
+197
+3% +$53.9K 0.36% 48
2023
Q2 		$2.23M Sell
7,361
-87
-1% -$24.2K 0.43% 38
2023
Q1 		$1.96M Sell
7,448
-675
-8% -$171K 0.39% 37
2022
Q4 		$1.95M Buy
8,123
+268
+3% +$60K 0.38% 34
2022
Q3 		$1.32M Hold
7,855
– – 0.25% 73
2022
Q2 		$1.32M Sell
7,855
-249
-3% -$53.5K 0.25% 73
2022
Q1 		$2.03M Buy
+8,104
New +$2.04M 0.3% 47
2021
Q2 		– Sell
-1,905
Closed -$359K – 206
2021
Q1 		$359K Sell
1,905
-9
-0.5% -$1.59K 0.05% 163
2020
Q4 		$315K Sell
1,914
-100
-5% -$14.6K 0.05% 161
2020
Q3 		$251K Buy
+2,014
New +$249K 0.05% 168

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Insight Wealth Strategies's HCA Position: Q4 2024 in Review

Insight Wealth Strategies sold out of HCA Healthcare (HCA) in Q4 2024, closing a stake of 6,885 shares — an estimated $2.8M sold.

Insight Wealth Strategies first reported a position in HCA in Q3 2020 and held it in 14 quarters. The position peaked at $2.8M in Q3 2024. 1,180 funds tracked by Wall St. Rank hold HCA as of Q4 2024.

  • Insight Wealth Strategies reported no remaining HCA Healthcare position as of Q4 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 6,885 HCA Healthcare shares in Q4 2024, an estimated $2.8M.
  • Insight Wealth Strategies first reported a position in HCA Healthcare in Q3 2020 and held it in 14 quarters.
  • Insight Wealth Strategies's HCA Healthcare position peaked at $2.8M in Q3 2024.
  • 1,180 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2024.

Based on Insight Wealth Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.