Stratos Wealth Partners
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Stratos Wealth Partners’s Health Catalyst HCAT Stock Holding History

Stratos Wealth Partners’s Portfolio HCAT Stock Details HCAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,158
Closed -$144K – 1405
2024
Q1 		$144K Buy
19,158
+8,495
+80% +$77.5K ﹤0.01% 1319
2023
Q4 		$98.7K Sell
10,663
-572
-5% -$4.67K ﹤0.01% 1324
2023
Q3 		$114K Buy
+11,235
New +$134K ﹤0.01% 1222
2022
Q3 		– Sell
-87,548
Closed -$1.27M – 1172
2022
Q2 		$1.27M Buy
87,548
+20
+0% +$341 0.03% 440
2022
Q1 		$2.29M Buy
+87,528
New +$2.48M 0.05% 328

Other funds holding HCAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
DG
Daventry Group New York $133M AUM 32.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stratos Wealth Partners's HCAT Position: Q2 2024 in Review

Stratos Wealth Partners sold out of Health Catalyst (HCAT) in Q2 2024, closing a stake of 19,158 shares — an estimated $144K sold.

Stratos Wealth Partners first reported a position in HCAT in Q1 2022 and held it in 5 quarters. The position peaked at $2.29M in Q1 2022. 161 funds tracked by Wall St. Rank hold HCAT as of Q2 2024.

  • Stratos Wealth Partners reported no remaining Health Catalyst position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 19,158 Health Catalyst shares in Q2 2024, an estimated $144K.
  • Stratos Wealth Partners first reported a position in Health Catalyst in Q1 2022 and held it in 5 quarters.
  • Stratos Wealth Partners's Health Catalyst position peaked at $2.29M in Q1 2022.
  • 161 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2024.

Based on Stratos Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.