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Kore Private Wealth’s Healthcare Services Group HCSG Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-755
Closed -$18K – 603
2020
Q2 		$18K Hold
755
– – ﹤0.01% 669
2020
Q1 		$18K Hold
755
– – ﹤0.01% 605
2019
Q4 		$18K Buy
+755
New +$18.7K ﹤0.01% 645
2019
Q2 		– Sell
-755
Closed -$25K – 467
2019
Q1 		$25K Hold
755
– – 0.01% 480
2018
Q4 		$30K Buy
+755
New +$31.9K 0.01% 442

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kore Private Wealth's HCSG Position: Q3 2020 in Review

Kore Private Wealth sold out of Healthcare Services Group (HCSG) in Q3 2020, closing a stake of 755 shares — an estimated $18K sold.

Kore Private Wealth first reported a position in HCSG in Q4 2018 and held it in 5 quarters. The position peaked at $30K in Q4 2018. 242 funds tracked by Wall St. Rank hold HCSG as of Q3 2020.

  • Kore Private Wealth reported no remaining Healthcare Services Group position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 755 Healthcare Services Group shares in Q3 2020, an estimated $18K.
  • Kore Private Wealth first reported a position in Healthcare Services Group in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Healthcare Services Group position peaked at $30K in Q4 2018.
  • 242 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.