LIWM
HCA icon

Long Island Wealth Management’s HCA Healthcare HCA Stock Holding History

Long Island Wealth Management’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
Q1 		– Sell
-20
Closed -$5K – 211
2023
Q4 		$5K Buy
+20
New +$4.94K ﹤0.01% 269

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Long Island Wealth Management's HCA Position: Q1 2024 in Review

Long Island Wealth Management sold out of HCA Healthcare (HCA) in Q1 2024, closing a stake of 20 shares — an estimated $5K sold.

Long Island Wealth Management first reported a position in HCA in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 1,126 funds tracked by Wall St. Rank hold HCA as of Q1 2024.

  • Long Island Wealth Management reported no remaining HCA Healthcare position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 20 HCA Healthcare shares in Q1 2024, an estimated $5K.
  • Long Island Wealth Management first reported a position in HCA Healthcare in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's HCA Healthcare position peaked at $5K in Q4 2023.
  • 1,126 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.