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Phoenix Wealth Advisors’s HCA Healthcare HCA Stock Holding History

Phoenix Wealth 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
2021
Q4 		– Sell
-197
Closed -$48K – 220
2021
Q3 		$48K Hold
197
– – 0.04% 196
2021
Q2 		$42K Hold
197
– – 0.03% 196
2021
Q1 		$37K Hold
197
– – 0.03% 206
2020
Q4 		$32K Buy
+197
New +$28.8K 0.02% 221

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

Phoenix Wealth Advisors's HCA Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of HCA Healthcare (HCA) in Q4 2021, closing a stake of 197 shares — an estimated $48K sold.

Phoenix Wealth Advisors first reported a position in HCA in Q4 2020 and held it in 4 quarters. The position peaked at $48K in Q3 2021. 947 funds tracked by Wall St. Rank hold HCA as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining HCA Healthcare position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 197 HCA Healthcare shares in Q4 2021, an estimated $48K.
  • Phoenix Wealth Advisors first reported a position in HCA Healthcare in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's HCA Healthcare position peaked at $48K in Q3 2021.
  • 947 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.