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Ropes Wealth Advisors’s HCA Healthcare HCA Stock Holding History

Ropes Wealth 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
2021
Q1 		– Sell
-8
Closed -$1K – 467
2020
Q4 		$1K Buy
+8
New +$1.17K ﹤0.01% 721
2016
Q2 		– Sell
-12
Closed -$1K – 497
2016
Q1 		$1K Buy
12
+3
+33% +$209 ﹤0.01% 415
2015
Q4 		$1K Buy
+9
New +$628 ﹤0.01% 424

Other funds holding HCA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ropes Wealth Advisors's HCA Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of HCA Healthcare (HCA) in Q1 2021, closing a stake of 8 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in HCA in Q4 2015 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 787 funds tracked by Wall St. Rank hold HCA as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining HCA Healthcare position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 8 HCA Healthcare shares in Q1 2021, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in HCA Healthcare in Q4 2015 and held it in 3 quarters.
  • Ropes Wealth Advisors's HCA Healthcare position peaked at $1K in Q4 2020.
  • 787 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.