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Optimum Investment Advisors’s HCA Healthcare HCA Stock Holding History

Optimum Investment Advisors’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
2020
Q4 		– Sell
-145
Closed -$18K – 907
2020
Q3 		$18K Hold
145
– – 0.01% 623
2020
Q2 		$14K Buy
145
+97
+202% +$10.1K ﹤0.01% 651
2020
Q1 		$4K Sell
48
-97
-67% -$12.6K ﹤0.01% 772
2019
Q4 		$21K Hold
145
– – 0.01% 662
2019
Q3 		$17K Hold
145
– – 0.01% 705
2019
Q2 		$20K Hold
145
– – 0.01% 671
2019
Q1 		$19K Hold
145
– – 0.01% 697
2018
Q4 		$18K Sell
145
-400
-73% -$53.7K 0.01% 667
2018
Q3 		$76K Buy
545
+400
+276% +$49.8K 0.02% 449
2018
Q2 		$15K Hold
145
– – ﹤0.01% 788
2018
Q1 		$14K Buy
+145
New +$14.1K ﹤0.01% 771

Other funds holding HCA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimum Investment Advisors's HCA Position: Q4 2020 in Review

Optimum Investment Advisors sold out of HCA Healthcare (HCA) in Q4 2020, closing a stake of 145 shares — an estimated $18K sold.

Optimum Investment Advisors first reported a position in HCA in Q1 2018 and held it in 11 quarters. The position peaked at $76K in Q3 2018. 779 funds tracked by Wall St. Rank hold HCA as of Q4 2020.

  • Optimum Investment Advisors reported no remaining HCA Healthcare position as of Q4 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 145 HCA Healthcare shares in Q4 2020, an estimated $18K.
  • Optimum Investment Advisors first reported a position in HCA Healthcare in Q1 2018 and held it in 11 quarters.
  • Optimum Investment Advisors's HCA Healthcare position peaked at $76K in Q3 2018.
  • 779 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.