National Wealth Management Group’s HCA Healthcare HCA Stock Holding History

National Wealth Management Group’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
2023 Q2	–	Sell	-881	Closed	-$243K	–	147
2023 Q1	$243K	Buy	+881	New	+$224K	0.28%	115

Other funds holding HCA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

National Wealth Management Group's HCA Position: Q2 2023 in Review

National Wealth Management Group sold out of HCA Healthcare (HCA) in Q2 2023, closing a stake of 881 shares — an estimated $243K sold.

National Wealth Management Group first reported a position in HCA in Q1 2023 and held it in 1 quarter. The position peaked at $243K in Q1 2023. 1,013 funds tracked by Wall St. Rank hold HCA as of Q2 2023.

National Wealth Management Group reported no remaining HCA Healthcare position as of Q2 2023 after selling out during the quarter.
National Wealth Management Group sold 881 HCA Healthcare shares in Q2 2023, an estimated $243K.
National Wealth Management Group first reported a position in HCA Healthcare in Q1 2023 and held it in 1 quarter.
National Wealth Management Group's HCA Healthcare position peaked at $243K in Q1 2023.
1,013 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2023.

Based on National Wealth Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.