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Spectrum Wealth Counsel’s HCA Healthcare HCA Stock Holding History

Spectrum Wealth Counsel’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
Q2 		– Sell
-87
Closed -$29K – 392
2024
Q1 		$29K Buy
+87
New +$26.6K ﹤0.01% 237

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Spectrum Wealth Counsel's HCA Position: Q2 2024 in Review

Spectrum Wealth Counsel sold out of HCA Healthcare (HCA) in Q2 2024, closing a stake of 87 shares — an estimated $29K sold.

Spectrum Wealth Counsel first reported a position in HCA in Q1 2024 and held it in 1 quarter. The position peaked at $29K in Q1 2024. 1,155 funds tracked by Wall St. Rank hold HCA as of Q2 2024.

  • Spectrum Wealth Counsel reported no remaining HCA Healthcare position as of Q2 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 87 HCA Healthcare shares in Q2 2024, an estimated $29K.
  • Spectrum Wealth Counsel first reported a position in HCA Healthcare in Q1 2024 and held it in 1 quarter.
  • Spectrum Wealth Counsel's HCA Healthcare position peaked at $29K in Q1 2024.
  • 1,155 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q2 2024, filed 8 Aug 2024.