Merriman Wealth Management’s Health Catalyst HCAT Stock Holding History

Merriman 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
2024 Q4	$70.7K	Hold	10,000	–	–	﹤0.01%	207
2024 Q3	$81.4K	Hold	10,000	–	–	﹤0.01%	213
2024 Q2	$63.9K	Hold	10,000	–	–	﹤0.01%	203
2024 Q1	$75.3K	Hold	10,000	–	–	﹤0.01%	200
2023 Q4	$92.6K	Hold	10,000	–	–	﹤0.01%	185
2023 Q3	$101K	Hold	10,000	–	–	0.01%	183
2023 Q2	$125K	Buy	+10,000	New	+$119K	0.01%	201
2023 Q1	–	Sell	-10,000	Closed	-$106K	–	206
2022 Q4	$106K	Buy	+10,000	New	+$96.5K	0.01%	203
2022 Q3	–	Sell	-12,000	Closed	-$174K	–	182
2022 Q2	$174K	Sell	12,000 -81,532	-87%	-$1.39M	0.01%	161
2022 Q1	$2.44M	Hold	93,532	–	–	0.2%	49
2021 Q4	$3.71M	Sell	93,532 -10,000	-10%	-$456K	0.27%	52
2021 Q3	$5.18M	Sell	103,532 -82,000	-44%	-$4.47M	0.43%	38
2021 Q2	$10.3M	Buy	185,532 +10,878	+6%	+$580K	0.88%	21
2021 Q1	$8.17M	Buy	+174,654	New	+$8.46M	0.93%	19

Other funds holding HCAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Daventry Group New York $133M AUM 32.28% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Merriman Wealth Management's HCAT Position: Q4 2024 in Review

Merriman Wealth Management held its Health Catalyst (HCAT) position steady in Q4 2024 at 10,000 shares worth $70.7K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Merriman Wealth Management first reported a position in HCAT in Q1 2021 and has held it in 14 quarters since. The position peaked at $10.3M in Q2 2021. 167 funds tracked by Wall St. Rank hold HCAT as of Q4 2024.

Merriman Wealth Management held 10,000 shares of Health Catalyst worth $70.7K as of Q4 2024.
Merriman Wealth Management left its Health Catalyst share count unchanged in Q4 2024.
Health Catalyst made up ﹤0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #207 holding.
Merriman Wealth Management first reported a position in Health Catalyst in Q1 2021 and has held it in 14 quarters since.
Merriman Wealth Management's Health Catalyst position peaked at $10.3M in Q2 2021.
167 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.