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Perfromance Wealth Partners’s Health Catalyst HCAT Stock Holding History

Perfromance Wealth Partners’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
2025
Q1 		– Sell
-10,000
Closed -$70.7K – 179
2024
Q4 		$70.7K Hold
10,000
– – ﹤0.01% 182
2024
Q3 		$81.4K Hold
10,000
– – ﹤0.01% 191
2024
Q2 		$63.9K Buy
+10,000
New +$64.2K ﹤0.01% 160

Other funds holding HCAT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perfromance Wealth Partners's HCAT Position: Q1 2025 in Review

Perfromance Wealth Partners sold out of Health Catalyst (HCAT) in Q1 2025, closing a stake of 10,000 shares — an estimated $70.7K sold.

Perfromance Wealth Partners first reported a position in HCAT in Q2 2024 and held it in 3 quarters. The position peaked at $81.4K in Q3 2024. 165 funds tracked by Wall St. Rank hold HCAT as of Q1 2025.

  • Perfromance Wealth Partners reported no remaining Health Catalyst position as of Q1 2025 after selling out during the quarter.
  • Perfromance Wealth Partners sold 10,000 Health Catalyst shares in Q1 2025, an estimated $70.7K.
  • Perfromance Wealth Partners first reported a position in Health Catalyst in Q2 2024 and held it in 3 quarters.
  • Perfromance Wealth Partners's Health Catalyst position peaked at $81.4K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2025.

Based on Perfromance Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.