TFO Wealth Partners’s Health Catalyst HCAT Stock Holding History

TFO 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
2023 Q4	–	Sell	-20	Closed	-$250	–	996
2023 Q3	$250	Buy	+20	New	+$239	﹤0.01%	723

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

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

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

Daventry Group New York $133M AUM 32.28% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's HCAT Position: Q4 2023 in Review

TFO Wealth Partners sold out of Health Catalyst (HCAT) in Q4 2023, closing a stake of 20 shares — an estimated $250 sold.

TFO Wealth Partners first reported a position in HCAT in Q3 2023 and held it in 1 quarter. The position peaked at $250 in Q3 2023. 167 funds tracked by Wall St. Rank hold HCAT as of Q4 2023.

TFO Wealth Partners reported no remaining Health Catalyst position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 20 Health Catalyst shares in Q4 2023, an estimated $250.
TFO Wealth Partners first reported a position in Health Catalyst in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's Health Catalyst position peaked at $250 in Q3 2023.
167 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.