NewEdge Advisors’s Health Catalyst HCAT Stock Holding History

NewEdge Advisors’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 Q2	–	Sell	-26	Closed	-$196	–	3885
2024 Q1	$196	Hold	26	–	–	﹤0.01%	3674
2023 Q4	$241	Buy	+26	New	+$212	﹤0.01%	3593
2023 Q1	–	Sell	-21	Closed	-$223	–	3734
2022 Q4	$223	Buy	+21	New	+$203	﹤0.01%	3290

Other funds holding HCAT

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

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

FLAM

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NewEdge Advisors's HCAT Position: Q2 2024 in Review

NewEdge Advisors sold out of Health Catalyst (HCAT) in Q2 2024, closing a stake of 26 shares — an estimated $196 sold.

NewEdge Advisors first reported a position in HCAT in Q4 2022 and held it in 3 quarters. The position peaked at $241 in Q4 2023. 161 funds tracked by Wall St. Rank hold HCAT as of Q2 2024.

NewEdge Advisors reported no remaining Health Catalyst position as of Q2 2024 after selling out during the quarter.
NewEdge Advisors sold 26 Health Catalyst shares in Q2 2024, an estimated $196.
NewEdge Advisors first reported a position in Health Catalyst in Q4 2022 and held it in 3 quarters.
NewEdge Advisors's Health Catalyst position peaked at $241 in Q4 2023.
161 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.