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Sutton Wealth Advisors’s HCA Healthcare HCA Stock Holding History

Sutton 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
2023
Q3 		$22.1K Buy
90
+23
+34% +$6.29K 0.01% 346
2023
Q2 		$20.3K Hold
67
– – 0.01% 349
2023
Q1 		$17.7K Hold
67
– – 0.01% 324
2022
Q4 		$16.1K Hold
67
– – 0.01% 783
2022
Q3 		$12.3K Buy
67
+6
+10% +$1.2K 0.01% 832
2022
Q2 		$10.3K Sell
61
-3
-5% -$645 ﹤0.01% 897
2022
Q1 		$16K Buy
64
+6
+10% +$1.51K 0.01% 789
2021
Q4 		$14.9K Sell
58
-2
-3% -$489 0.01% 804
2021
Q3 		$14.6K Buy
60
+2
+3% +$489 0.01% 791
2021
Q2 		$12K Hold
58
– – ﹤0.01% 856
2021
Q1 		$10.9K Buy
58
+9
+18% +$1.59K ﹤0.01% 852
2020
Q4 		$8.06K Buy
49
+3
+7% +$439 ﹤0.01% 875
2020
Q3 		$5.74K Buy
46
+3
+7% +$371 ﹤0.01% 884
2020
Q2 		$4.17K Hold
43
– – ﹤0.01% 954
2020
Q1 		$3.86K Buy
43
+13
+43% +$1.68K ﹤0.01% 907
2019
Q4 		$4.43K Hold
30
– – ﹤0.01% 963
2019
Q3 		$3.61K Hold
30
– – ﹤0.01% 982
2019
Q2 		$4.05K Sell
30
-1
-3% -$126 ﹤0.01% 965
2019
Q1 		$4.04K Buy
31
+5
+19% +$672 ﹤0.01% 970
2018
Q4 		$3.24K Hold
26
– – ﹤0.01% 944
2018
Q3 		$3.62K Hold
26
– – ﹤0.01% 941
2018
Q2 		$2.67K Hold
26
– – ﹤0.01% 989
2018
Q1 		$2.52K Hold
26
– – ﹤0.01% 990
2017
Q4 		$2.28K Hold
26
– – ﹤0.01% 959
2017
Q3 		$2.07K Sell
26
-8
-24% -$643 ﹤0.01% 949
2017
Q2 		$2.96K Buy
34
+8
+31% +$677 ﹤0.01% 926
2017
Q1 		$2.31K Hold
26
– – ﹤0.01% 926
2016
Q4 		$1.93K Sell
26
-50
-66% -$3.75K ﹤0.01% 932
2016
Q3 		$5.75K Sell
76
-110
-59% -$8.42K 0.01% 791
2016
Q2 		$14.3K Hold
186
– – 0.01% 536
2016
Q1 		$14.5K Buy
+186
New +$13K 0.01% 518

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sutton Wealth Advisors's HCA Position: Q3 2023 in Review

Sutton Wealth Advisors increased its HCA Healthcare (HCA) stake by 34% in Q3 2023, buying an estimated $6.29K and bringing the position to 90 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #346.

Sutton Wealth Advisors first reported a position in HCA in Q1 2016 and has held it in 31 quarters since. 1,001 funds tracked by Wall St. Rank hold HCA as of Q3 2023.

  • Sutton Wealth Advisors held 90 shares of HCA Healthcare worth $22.1K as of Q3 2023.
  • Sutton Wealth Advisors bought 23 HCA Healthcare shares in Q3 2023, an estimated $6.29K.
  • HCA Healthcare made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #346 holding.
  • Sutton Wealth Advisors first reported a position in HCA Healthcare in Q1 2016 and has held it in 31 quarters since.
  • 1,001 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.