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Selective Wealth Management’s Healthcare Services Group HCSG Stock Holding History

Selective 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
2022
Q2 		– Sell
-63
Closed -$1K – 794
2022
Q1 		$1K Hold
63
– – ﹤0.01% 685
2021
Q4 		$1K Hold
63
– – ﹤0.01% 633
2021
Q3 		$2K Hold
63
– – ﹤0.01% 540
2021
Q2 		$2K Buy
+63
New +$1.92K ﹤0.01% 457

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Selective Wealth Management's HCSG Position: Q2 2022 in Review

Selective Wealth Management sold out of Healthcare Services Group (HCSG) in Q2 2022, closing a stake of 63 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in HCSG in Q2 2021 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 215 funds tracked by Wall St. Rank hold HCSG as of Q2 2022.

  • Selective Wealth Management reported no remaining Healthcare Services Group position as of Q2 2022 after selling out during the quarter.
  • Selective Wealth Management sold 63 Healthcare Services Group shares in Q2 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in Healthcare Services Group in Q2 2021 and held it in 4 quarters.
  • Selective Wealth Management's Healthcare Services Group position peaked at $2K in Q3 2021.
  • 215 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.