Raymond James Financial Services Advisors’s Health Catalyst HCAT Stock Holding History

Raymond James Financial Services Advisors’s Portfolio HCAT Stock Details HCAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-24,243	Closed	-$283K	–	3285
2023 Q1	$283K	Sell	24,243 -1,645	-6%	-$21K	﹤0.01%	2676
2022 Q4	$275K	Buy	25,888 +11,282	+77%	+$109K	﹤0.01%	2648
2022 Q3	$142K	Buy	+14,606	New	+$193K	﹤0.01%	2933
2022 Q2	–	Sell	-11,157	Closed	-$292K	–	3335
2022 Q1	$292K	Buy	11,157 +6,053	+119%	+$172K	﹤0.01%	2727
2021 Q4	$202K	Sell	5,104 -2,315	-31%	-$106K	﹤0.01%	2974
2021 Q3	$371K	Buy	7,419 +21	+0.3%	+$1.15K	﹤0.01%	2551
2021 Q2	$411K	Buy	7,398 +286	+4%	+$15.2K	﹤0.01%	2509
2021 Q1	$333K	Sell	7,112 -1,620	-19%	-$78.5K	﹤0.01%	2555
2020 Q4	$380K	Buy	8,732 +2,716	+45%	+$100K	﹤0.01%	2312
2020 Q3	$220K	Sell	6,016 -4,716	-44%	-$160K	﹤0.01%	2479
2020 Q2	$313K	Buy	+10,732	New	+$297K	﹤0.01%	2204

Other funds holding HCAT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daventry Group New York $133M AUM 32.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raymond James Financial Services Advisors's HCAT Position: Q2 2023 in Review

Raymond James Financial Services Advisors sold out of Health Catalyst (HCAT) in Q2 2023, closing a stake of 24,243 shares — an estimated $283K sold.

Raymond James Financial Services Advisors first reported a position in HCAT in Q2 2020 and held it in 11 quarters. The position peaked at $411K in Q2 2021. 154 funds tracked by Wall St. Rank hold HCAT as of Q2 2023.

Raymond James Financial Services Advisors reported no remaining Health Catalyst position as of Q2 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 24,243 Health Catalyst shares in Q2 2023, an estimated $283K.
Raymond James Financial Services Advisors first reported a position in Health Catalyst in Q2 2020 and held it in 11 quarters.
Raymond James Financial Services Advisors's Health Catalyst position peaked at $411K in Q2 2021.
154 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.