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Next Financial Group’s Health Catalyst HCAT Stock Holding History

Next Financial Group’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
Q3 		– Sell
-300
Closed -$17K – 2776
2021
Q2 		$17K Buy
+300
New +$16K ﹤0.01% 1810
2021
Q1 		– Sell
-154
Closed -$7K – 2573
2020
Q4 		$7K Sell
154
-301
-66% -$11.1K ﹤0.01% 1883
2020
Q3 		$17K Buy
+455
New +$15.5K ﹤0.01% 1467

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Next Financial Group's HCAT Position: Q3 2021 in Review

Next Financial Group sold out of Health Catalyst (HCAT) in Q3 2021, closing a stake of 300 shares — an estimated $17K sold.

Next Financial Group first reported a position in HCAT in Q3 2020 and held it in 3 quarters. The position peaked at $17K in Q2 2021. 198 funds tracked by Wall St. Rank hold HCAT as of Q3 2021.

  • Next Financial Group reported no remaining Health Catalyst position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 300 Health Catalyst shares in Q3 2021, an estimated $17K.
  • Next Financial Group first reported a position in Health Catalyst in Q3 2020 and held it in 3 quarters.
  • Next Financial Group's Health Catalyst position peaked at $17K in Q2 2021.
  • 198 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.