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PTC
Petrus Trust Company’s
Health Catalyst
HCAT
Stock Holding History
Petrus Trust Company’s Portfolio
HCAT Stock Details
HCAT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-73,563
Closed
-$277K
–
322
2025
Q2
$277K
Sell
73,563
-21,823
-23%
-$85.8K
0.03%
350
2025
Q1
$432K
Buy
+95,386
New
+$505K
0.04%
263
2024
Q3
–
Sell
-109,228
Closed
-$698K
–
630
2024
Q2
$698K
Sell
109,228
-39,007
-26%
-$250K
0.07%
102
2024
Q1
$1.12M
Buy
148,235
+63,247
+74%
+$577K
0.1%
32
2023
Q4
$787K
Buy
84,988
+55,564
+189%
+$454K
0.07%
82
2023
Q3
$298K
Buy
29,424
+1,008
+4%
+$12K
0.03%
390
2023
Q2
$355K
Hold
28,416
–
–
0.04%
290
2023
Q1
$332K
Buy
+28,416
New
+$362K
0.04%
248
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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