Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Health Catalyst HCAT Stock Holding History

Northwestern Mutual 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
Q1 		– Sell
-200
Closed -$1.85K – 3658
2023
Q4 		$1.85K Buy
+200
New +$1.63K ﹤0.01% 3071
2022
Q2 		– Sell
-577
Closed -$15K – 3293
2022
Q1 		$15K Buy
+577
New +$16.4K ﹤0.01% 2407

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Wellington Management Group
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DG
Daventry Group New York $133M AUM 32.28% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northwestern Mutual Wealth Management's HCAT Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of Health Catalyst (HCAT) in Q1 2024, closing a stake of 200 shares — an estimated $1.85K sold.

Northwestern Mutual Wealth Management first reported a position in HCAT in Q1 2022 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 174 funds tracked by Wall St. Rank hold HCAT as of Q1 2024.

  • Northwestern Mutual Wealth Management reported no remaining Health Catalyst position as of Q1 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 200 Health Catalyst shares in Q1 2024, an estimated $1.85K.
  • Northwestern Mutual Wealth Management first reported a position in Health Catalyst in Q1 2022 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Health Catalyst position peaked at $15K in Q1 2022.
  • 174 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.