RDWM
HCSG icon

Red Door Wealth Management’s Healthcare Services Group HCSG Stock Holding History

Red Door Wealth Management’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-457
Closed -$10K – 465
2020
Q1 		$10K Buy
+457
New +$11.7K 0.01% 292

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Red Door Wealth Management's HCSG Position: Q2 2020 in Review

Red Door Wealth Management sold out of Healthcare Services Group (HCSG) in Q2 2020, closing a stake of 457 shares — an estimated $10K sold.

Red Door Wealth Management first reported a position in HCSG in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 257 funds tracked by Wall St. Rank hold HCSG as of Q2 2020.

  • Red Door Wealth Management reported no remaining Healthcare Services Group position as of Q2 2020 after selling out during the quarter.
  • Red Door Wealth Management sold 457 Healthcare Services Group shares in Q2 2020, an estimated $10K.
  • Red Door Wealth Management first reported a position in Healthcare Services Group in Q1 2020 and held it in 1 quarter.
  • Red Door Wealth Management's Healthcare Services Group position peaked at $10K in Q1 2020.
  • 257 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2020.

Based on Red Door Wealth Management's 13F filing for Q2 2020, filed 7 Jul 2020.