Summit Wealth Group’s HCA Healthcare HCA Stock Holding History

Summit Wealth Group’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 Q3	–	Sell	-17	Closed	-$4K	–	125
2021 Q2	$4K	Hold	17	–	–	0.01%	139
2021 Q1	$3K	Buy	+17	New	+$3K	﹤0.01%	140

Other funds holding HCA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Wealth Group's HCA Position: Q3 2021 in Review

Summit Wealth Group sold out of HCA Healthcare (HCA) in Q3 2021, closing a stake of 17 shares — an estimated $4K sold.

Summit Wealth Group first reported a position in HCA in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 885 funds tracked by Wall St. Rank hold HCA as of Q3 2021.

Summit Wealth Group reported no remaining HCA Healthcare position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 17 HCA Healthcare shares in Q3 2021, an estimated $4K.
Summit Wealth Group first reported a position in HCA Healthcare in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's HCA Healthcare position peaked at $4K in Q2 2021.
885 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.