Precision Wealth Strategies’s HCA Healthcare HCA Stock Holding History

Precision Wealth Strategies’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
2023 Q4	–	Sell	-1,318	Closed	-$324K	–	96
2023 Q3	$324K	Buy	+1,318	New	+$361K	0.35%	50
2023 Q1	–	Sell	-1,649	Closed	-$396K	–	87
2022 Q4	$396K	Sell	1,649 -7	-0.4%	-$1.57K	0.41%	52
2022 Q3	$348K	Sell	1,656 -70	-4%	-$13.9K	0.31%	75
2022 Q2	$292K	Buy	1,726 +138	+9%	+$29.6K	0.23%	103
2022 Q1	$398K	Sell	1,588 -1,237	-44%	-$311K	0.24%	89
2021 Q4	$726K	Buy	2,825 +476	+20%	+$116K	0.52%	47
2021 Q3	$570K	Buy	2,349 +922	+65%	+$225K	0.44%	51
2021 Q2	$295K	Buy	+1,427	New	+$291K	0.25%	79

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Precision Wealth Strategies's HCA Position: Q4 2023 in Review

Precision Wealth Strategies sold out of HCA Healthcare (HCA) in Q4 2023, closing a stake of 1,318 shares — an estimated $324K sold.

Precision Wealth Strategies first reported a position in HCA in Q2 2021 and held it in 8 quarters. The position peaked at $726K in Q4 2021. 1,056 funds tracked by Wall St. Rank hold HCA as of Q4 2023.

Precision Wealth Strategies reported no remaining HCA Healthcare position as of Q4 2023 after selling out during the quarter.
Precision Wealth Strategies sold 1,318 HCA Healthcare shares in Q4 2023, an estimated $324K.
Precision Wealth Strategies first reported a position in HCA Healthcare in Q2 2021 and held it in 8 quarters.
Precision Wealth Strategies's HCA Healthcare position peaked at $726K in Q4 2021.
1,056 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2023.

Based on Precision Wealth Strategies's 13F filing for Q4 2023, filed 5 Feb 2024.