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Liberty Wealth Management’s Health Catalyst HCAT Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-11
Closed -$1K – 558
2021
Q3 		$1K Buy
+11
New +$600 ﹤0.01% 1118

Other funds holding HCAT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Liberty Wealth Management's HCAT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Health Catalyst (HCAT) in Q4 2021, closing a stake of 11 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in HCAT in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 186 funds tracked by Wall St. Rank hold HCAT as of Q4 2021.

  • Liberty Wealth Management reported no remaining Health Catalyst position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 11 Health Catalyst shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in Health Catalyst in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Health Catalyst position peaked at $1K in Q3 2021.
  • 186 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.