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Parkside Financial Bank & Trust’s Health Catalyst HCAT Stock Holding History

Parkside Financial Bank & Trust’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
Q1 		– Sell
-60
Closed -$3K – 1690
2020
Q4 		$3K Sell
60
-12
-17% -$443 ﹤0.01% 1298
2020
Q3 		$3K Buy
+72
New +$2.44K ﹤0.01% 1049

Other funds holding HCAT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Parkside Financial Bank & Trust's HCAT Position: Q1 2021 in Review

Parkside Financial Bank & Trust sold out of Health Catalyst (HCAT) in Q1 2021, closing a stake of 60 shares — an estimated $3K sold.

Parkside Financial Bank & Trust first reported a position in HCAT in Q3 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 190 funds tracked by Wall St. Rank hold HCAT as of Q1 2021.

  • Parkside Financial Bank & Trust reported no remaining Health Catalyst position as of Q1 2021 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 60 Health Catalyst shares in Q1 2021, an estimated $3K.
  • Parkside Financial Bank & Trust first reported a position in Health Catalyst in Q3 2020 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's Health Catalyst position peaked at $3K in Q4 2020.
  • 190 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2021.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2021, filed 10 May 2021.