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Polaris Wealth Advisory Group’s HCA Healthcare HCA Stock Holding History

Polaris Wealth Advisory Group’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
2022
Q2 		– Sell
-3,561
Closed -$907K – 150
2022
Q1 		$907K Buy
+3,561
New +$894K 0.06% 99

Other funds holding HCA

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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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Polaris Wealth Advisory Group's HCA Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of HCA Healthcare (HCA) in Q2 2022, closing a stake of 3,561 shares — an estimated $907K sold.

Polaris Wealth Advisory Group first reported a position in HCA in Q1 2022 and held it in 1 quarter. The position peaked at $907K in Q1 2022. 883 funds tracked by Wall St. Rank hold HCA as of Q2 2022.

  • Polaris Wealth Advisory Group reported no remaining HCA Healthcare position as of Q2 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 3,561 HCA Healthcare shares in Q2 2022, an estimated $907K.
  • Polaris Wealth Advisory Group first reported a position in HCA Healthcare in Q1 2022 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's HCA Healthcare position peaked at $907K in Q1 2022.
  • 883 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.