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Retirement Financial Solutions’s Healthcare Services Group HCSG Stock Holding History

Retirement Financial Solutions’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
2023
Q1 		– Sell
-1,000
Closed -$12K – 109
2022
Q4 		$12K Buy
+1,000
New +$13.2K 0.01% 124

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DRZID
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RP
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MAMU
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Marshall Wace
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Retirement Financial Solutions's HCSG Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Healthcare Services Group (HCSG) in Q1 2023, closing a stake of 1,000 shares — an estimated $12K sold.

Retirement Financial Solutions first reported a position in HCSG in Q4 2022 and held it in 1 quarter. The position peaked at $12K in Q4 2022. 214 funds tracked by Wall St. Rank hold HCSG as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Healthcare Services Group position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 1,000 Healthcare Services Group shares in Q1 2023, an estimated $12K.
  • Retirement Financial Solutions first reported a position in Healthcare Services Group in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Healthcare Services Group position peaked at $12K in Q4 2022.
  • 214 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.