RIA
HCA icon

Realta Investment Advisors’s HCA Healthcare HCA Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-1,382
Closed -$444K – 515
2024
Q2 		$444K Sell
1,382
-592
-30% -$192K 0.09% 251
2024
Q1 		$659K Sell
1,974
-93
-4% -$28.4K 0.14% 180
2023
Q4 		$560K Buy
2,067
+162
+9% +$40K 0.13% 206
2023
Q3 		$578K Hold
1,905
– – 0.13% 181
2023
Q2 		$578K Buy
1,905
+160
+9% +$44.5K 0.13% 193
2023
Q1 		$460K Sell
1,745
-763
-30% -$194K 0.11% 217
2022
Q4 		$602K Sell
2,508
-631
-20% -$141K 0.15% 164
2022
Q3 		$577K Buy
3,139
+1,933
+160% +$385K 0.15% 168
2022
Q2 		$211K Sell
1,206
-43
-3% -$9.24K 0.05% 345
2022
Q1 		$313K Sell
1,249
-368
-23% -$92.4K 0.06% 297
2021
Q4 		$415K Buy
1,617
+47
+3% +$11.5K 0.09% 245
2021
Q3 		$381K Buy
1,570
+547
+53% +$134K 0.09% 252
2021
Q2 		$212K Buy
+1,023
New +$208K 0.05% 367
2020
Q1 		– Sell
-340
Closed -$47K – 752
2019
Q4 		$47K Hold
340
– – 0.01% 680
2019
Q3 		$42K Buy
+340
New +$43.9K 0.01% 720

Other funds holding HCA

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Realta Investment Advisors's HCA Position: Q3 2024 in Review

Realta Investment Advisors sold out of HCA Healthcare (HCA) in Q3 2024, closing a stake of 1,382 shares — an estimated $444K sold.

Realta Investment Advisors first reported a position in HCA in Q3 2019 and held it in 15 quarters. The position peaked at $659K in Q1 2024. 1,202 funds tracked by Wall St. Rank hold HCA as of Q3 2024.

  • Realta Investment Advisors reported no remaining HCA Healthcare position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 1,382 HCA Healthcare shares in Q3 2024, an estimated $444K.
  • Realta Investment Advisors first reported a position in HCA Healthcare in Q3 2019 and held it in 15 quarters.
  • Realta Investment Advisors's HCA Healthcare position peaked at $659K in Q1 2024.
  • 1,202 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.