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TFO Wealth Partners’s HCA Healthcare HCA Stock Holding History

TFO Wealth Partners’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
-1
Closed -$334 – 356
2024
Q1 		$334 Sell
1
-1
-50% -$306 ﹤0.01% 367
2023
Q4 		$541 Hold
2
– – ﹤0.01% 312
2023
Q3 		$607 Buy
2
+1
+100% +$274 ﹤0.01% 401
2023
Q2 		$303 Hold
1
– – ﹤0.01% 398
2023
Q1 		$264 Sell
1
-2,173
-100% -$552K ﹤0.01% 407
2022
Q4 		$8.52K Buy
+2,174
New +$487K ﹤0.01% 127
2022
Q3 		– Sell
-48
Closed -$8K – 279
2022
Q2 		$8K Buy
+48
New +$10.3K ﹤0.01% 153

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

TFO Wealth Partners's HCA Position: Q2 2024 in Review

TFO Wealth Partners sold out of HCA Healthcare (HCA) in Q2 2024, closing a stake of 1 share — an estimated $334 sold.

TFO Wealth Partners first reported a position in HCA in Q2 2022 and held it in 7 quarters. The position peaked at $8.52K in Q4 2022. 1,155 funds tracked by Wall St. Rank hold HCA as of Q2 2024.

  • TFO Wealth Partners reported no remaining HCA Healthcare position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 HCA Healthcare share in Q2 2024, an estimated $334.
  • TFO Wealth Partners first reported a position in HCA Healthcare in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's HCA Healthcare position peaked at $8.52K in Q4 2022.
  • 1,155 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.