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Personal Wealth Partners’s HCA Healthcare HCA Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-17
Closed -$4K – 204
2021
Q2 		$4K Buy
+17
New +$3.46K ﹤0.01% 330
2020
Q1 		– Sell
-17
Closed -$3K – 279
2019
Q4 		$3K Hold
17
– – ﹤0.01% 315
2019
Q3 		$2K Buy
+17
New +$2.2K ﹤0.01% 359

Other funds holding HCA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Personal Wealth Partners's HCA Position: Q3 2021 in Review

Personal Wealth Partners sold out of HCA Healthcare (HCA) in Q3 2021, closing a stake of 17 shares — an estimated $4K sold.

Personal Wealth Partners first reported a position in HCA in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 885 funds tracked by Wall St. Rank hold HCA as of Q3 2021.

  • Personal Wealth Partners reported no remaining HCA Healthcare position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 17 HCA Healthcare shares in Q3 2021, an estimated $4K.
  • Personal Wealth Partners first reported a position in HCA Healthcare in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's HCA Healthcare position peaked at $4K in Q2 2021.
  • 885 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.