TCI Wealth Advisors’s Health Catalyst HCAT Stock Holding History

TCI Wealth Advisors’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
2022 Q3	–	Sell	-777	Closed	-$11K	–	2386
2022 Q2	$11K	Buy	+777	New	+$13.2K	﹤0.01%	946
2021 Q4	–	Sell	-93	Closed	-$5K	–	2379
2021 Q3	$5K	Buy	93 +52	+127%	+$2.84K	﹤0.01%	1592
2021 Q2	$2K	Buy	41 +2	+5%	+$107	﹤0.01%	2014
2021 Q1	$2K	Buy	+39	New	+$1.89K	﹤0.01%	1758

Other funds holding HCAT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Wealth Advisors's HCAT Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Health Catalyst (HCAT) in Q3 2022, closing a stake of 777 shares — an estimated $11K sold.

TCI Wealth Advisors first reported a position in HCAT in Q1 2021 and held it in 4 quarters. The position peaked at $11K in Q2 2022. 171 funds tracked by Wall St. Rank hold HCAT as of Q3 2022.

TCI Wealth Advisors reported no remaining Health Catalyst position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 777 Health Catalyst shares in Q3 2022, an estimated $11K.
TCI Wealth Advisors first reported a position in Health Catalyst in Q1 2021 and held it in 4 quarters.
TCI Wealth Advisors's Health Catalyst position peaked at $11K in Q2 2022.
171 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.